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Limit Selection Criteria to Current Fiscal Year

Former Member
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Hi Expert,

We have some queries developed where we only want to limit users with the following selection criteria:

- current fiscal year periods (e.g. 001.2007 to 006.2007) [allowed]

- past fiscal year periods (e.g. 001.2006 to 004.2006) [not allowed]

- periods crossing multiple fiscal years (e.g. 001.2006 to 005.2007) [not allowed]

Can anyone show how this can be done please?

Regards,

Leo'2007

Accepted Solutions (1)

Accepted Solutions (1)

Former Member
0 Kudos

Hi Leo

In the BEX Query Designer set a characteristic restriction on the Fiscal Year Period characteristic, you could then use a bi content variable like 0I_CFYTD (Year to Date for Current Fiscal Year) so the selection criteria range is updated dynically or you could create a value range for 001.2007 - 006.2007 if you didnt want the selection criteria to change. Now the user will only be able to filter with in that restricted range.

Hope this helps

Josh

Former Member
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just place a filter on the report that excludes less than CURRENT year (you may have to enter Currect year-1, Current year-2, etc for the years that there is data in the cube)

Answers (1)

Answers (1)

Former Member
0 Kudos

Hello Experts,

Thanks for the tips.

We actually have a financial report which has financial data for multiple financial years (stored in the same cube). Each year, there is a new profit center hierarchy. The trick now is to allow users to:

- choose the profit center hierarchy for the year they would like to see

- then limit in the report to display only data for their year

- users can choose to display any combination of periods of data, as long as they are all within that chosen fiscal year; e.g. if the 2006 hierarchy is chosen, users can choose any combination of periods from 001.2006 to 012.2006; if 2004 hierarchy is choosen, users can choose any combination of periods from 001.2004 to 012.2004

- all these have to be done within the same BW report

Please help experts...

Former Member
0 Kudos

is there any characteristic that defines the profit center year or is it just based on the name and/or description of the profit center?

why can't you just make several worksheets (one for each year)?

do I search for "dynamic hierarchy selection" or something and see what you can find

Former Member
0 Kudos

Leo,

If you are using the WAD- you could create defined time period view and still let the user select their own Profit Centre?

Views can be selected via the Web Item Query Views?

Regards

Gill