Year Dimension
Members of the Year dimension are fiscal years. In this dimension, the fiscal year 2025-26 is also known as FY26.
Period Dimension
The Period dimension is organized in a hierarchy with months rolling up to quarters and quarters rolling up to YearTotal.
Time Series Dimension Overview
- The Time Series dimension allows you to report on a specific period (Periodic $) such as a month or a quarter (periodic) or a cumulative period of time such as quarter to date (Quarter-to-Date $) or year to date (Year-to-Date $).
- When the Period is YearTotal, the Time Series members Periodic and Year-to-Date will yield the same results.
- Time Series is specific to CalPlanning reporting modules; this dimension does not exist in planning modules.
Time Series Dimension – Additional Members / Functionality
- Inception to Date can be used to show values since inception, even if inception was prior to the year selected. This is a valuable feature when reporting on contracts and grants.
- The Time Series dimension also has options to show report values in thousands or millions.
Year, Period, and Time Series Examples
| Data Needed | Year | Period | Time Series |
|---|---|---|---|
| Entire year of FY26 | FY26 | YearTotal | Periodic or YTD |
| FY26 so far this year | FY26 | YearTotal | Periodic or YTD |
| Q1 FY26 | FY26 | Q1 | Periodic or YTD |
| Q2 FY26 | FY26 | Q2 | Periodic |
| Jul-Dec 2025 | FY26 | Q2 or YearTotal | YTD |
| Jul FY26 | FY26 | Jul | Periodic or YTD |
| Aug FY26 | FY26 | Aug | Periodic |
- The selections of Periodic and YTD in Time Series yield the same results when the Period is YearTotal, Q1, or Jul
- For quarters other than Q1 or months other than Jul, you must select Periodic in Time Series to get the specific time period
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