A relative period is a time period related to the selected period. For example, previous year is a relative period that refers to a period one year before the selected year. A new database contains a number of default relative periods. Create additional periods or edit existing ones to best meet your organizational needs.
Creating a relative period
Create relative periods to use in Metrics Management.
How to create a relative period
1 In the Navigation Pane, choose Setup➛Relative Periods➛Create.
2 In Setup Relative Period: <New>—Properties:
In Name, provide a name for the relative period.
In Description, choose Edit. Provide a description. Then, choose OK.
In Categories, choose Edit. Select or create categories. Then, choose OK.
3 In Relative Period, select either Previous or Moving, as shown in Figure 4‑3.
Figure 4‑3 Choosing moving relative period
4 In Offset, type a number. For example, to create a moving relative period, offset to last year, type –1.
5 In Period type, select a period type.
6 If necessary, choose Security. Then, assign access rights for the relative period to groups and users.
7 Choose Save.
Editing a relative period
Use the following procedure to make changes to a relative period.
How to edit a relative period
1 In the Navigation Pane, choose Setup➛Relative Periods.
2 In Setup Relative Periods—Relative Periods, select a relative period.
3 Choose View or Edit.
4 In Setup Relative Period—Properties, edit properties, if necessary.
5 If necessary, select Security. Then, edit security properties for the relative period.
6 Choose Save.
Deleting a relative period
Use the following procedure to delete a relative period.
How to delete a relative period
1 In the Navigation Pane, choose Setup➛Relative Periods.
2 In Setup Relative Periods—Relative Periods, select a relative period.
In Name, provide a name for the relative period.
