LinkIndexPrint
Contents
 Welcome
    Ask MaxiPlan
 Using Cascade Planning
    Data Entry Shortcuts
 Working with Planning Projects
    Designing A Cascade Project
    Project Management
       Creating and Maintaining Projects
       Period Sets
       Currencies
       Creating A Splash Screen
       Allowing Other Users Access
       Backup and Restore
       Virtual Period Definition
       Deployment Alias
       Publish Documents
       Project Status
    Building an Application
       Building Application Models
          Building A Cube Model
             Basic Setup
             Selecting a Period Set
             Measure Settings
                Defining the Measures List
                Setting Measure Attributes
                Measure Formatting
                Defining Calculations for Measures
                Other Functions for Measures Editor
                Cross Referencing Measures
                   Dimension Order in Planning Models
                   Cross Referencing Within The Same Model
                   Cross Referencing to Another Model Cube
                   Cross Referencing to the Parent of the node
                Measure Logic Functions
                   PREVIOUS function
                   SUM function
                   MAX function
                   MIN function
                   DEPRECIATION function
                   INT function
                   ROUND function
                   ROUNDUP function
                   ROUNDDOWN function
                   IF Function
                   SWITCH Function
             Dimension Settings
                Defining Dimension Lists
                Defining Dimension Properties
             Miscellaneous
             Finishing The Model
             Advanced Features
                Specifying Consolidation Logic
          Building A Transaction Model
             Basic Set Up
             Defining Dimension Lists 
             Defining Transaction Model Fields
             Additional Definition for a List Field
             Additional Definition for an Expression field
             Additional Definition for a Lookup Field
             Optional Validation for Text, Date, Integer & Value Field
             Defining Field Format & Access
             Miscellaneous
       Model Flow and Linking Models
          Using Links (the 'Push' Method)
          Cross Referencing (the 'Pull' Method)
       Deployment and Workflow
          Deploying Models for Input and Review
          Allowing Users to Extend Models
          Setting up and Managing Workflow
          Workflow for Users
       Advanced Project Functions
          Measure Filters
          Jobsets
             Defining A Jobset
             Run Jobsets
          Data Integration
             Create Dynamic Model
             Import to Cube
             Import to Transaction
             Export Cube Data
          Maintenance
             Model Maintenance
             Link Maintenance
             List Maintenance
             Calculate all cubes
             Versions
          Pre/Post Rules
 Reports and Scripting
    Define Scripts
    Define Reports
    Publish Documents
    Manage Scripts


Home > Working with Planning Projects > Building an Application > Building Application Models > Building A Cube Model > Selecting a Period Set

Selecting a Period Set

Last Updated 5/28/2012 4:08 PM

 

To define the Period Set to be used for a model, click on the Period tab and select the Period Set we wish to use for the model. You can select either Global Periodset (common across the projects in the instance), or Local Periodset (only available for the current project).

For our expenses model, we wish to use the Monthly Period Set. There is only one Exchange Rate set defined for Monthly which is the Monthly Rate, but if more than one exchange rate table has been defined for the Period Set, select the Exchange Rate table to be used.

 

Tip: Don't worry if you are not using currencies for your model. Selecting the Exchange Rate simply defines a currency set, but this will not be activated if you do not define a currency dimension (see later).

To Protect a period for a specific version (for example, Protect all the past actual months (example : Jan-Mar) for Actual Version, then double click on the period, then select which version you want to protect. Once a period is protected, the color will turn to red.



Building a Cube Model