Need support with Time Management using DCA

SudhirY
Contributor

Need support with Time Management using DCA

Can anyone help me what's the best way to identify -  Current Year Current Quarter, Current Year Previous Quarter, Previous Year Current Quarter using DCA and Boolean.

4 REPLIES 4
rob_marshall
Moderator

Re: Need support with Time Management using DCA

@SudhirY 

 

You can do this in two modules, one for Quarter and one for Year.

 

First, make sure you Current Period is set in the Time Settings

2021-01-15_13-25-33.png

 

The module for Quarter should be only dimensionalized by Time (a SYS Time - Quarter module) at the Quarter level.  Create these three line items:

2021-01-15_13-48-59.png

 

2021-01-15_13-53-05.png

 

Do the same thing for Current Year

 

2021-01-15_13-55-22.png2021-01-15_13-55-45.png

 

 

Now, you can create a module to use your DCA basing it off these values.

 

Rob

SudhirY
Contributor

Re: Need support with Time Management using DCA

Thanks @rob_marshall , awesome it worked 🎯!

SudhirY
Contributor

Re: Need support with Time Management using DCA

Hi Rob @rob_marshall 

 

Extended your thought and came up with the following for previous year current quarter - do you see any issues with the multiple nesting of NEXT Function?

 

SudhirY_0-1610890050159.png

 

rob_marshall
Moderator

Re: Need support with Time Management using DCA

@SudhirY 

 

Yes, I do see issues with what you did. because you are nesting the NEXT function and making Hyperblock work harder for every calculation.  Instead, I would break it up and do this

 

Create two line items:

Previous Year/Previous Quarter mbr:'Current Period' - 5         (formatted as Quarter)
Previous Year/Previous Quarter?: item(time)='Previous Year/Previous Quarter mbr'        (formatted as Boolean)

 

2021-01-17_07-57-55.png