1. Add data columns for all 12 periods (Jan-Dec). a. These 12 columns MUST be Data columns. b.

These 12 columns MUST be hidden. c. The Period member selection MUST be set to “Current Point of View for Period”. d. The Year member can be any member – not relevant to the trigger. 2. Add ‘Advanced Suppression’ to each of the 12 Trigger columns.

The Conditional Suppression set on each of these columns will suppress the column that correlates to the Period selected. If the end-user selects Jan, then the column representing Jan will be suppressed. This is used later in step 4 of the report. a. The Advanced (Conditional) Suppression for each column relates to the 12 Periods added in Step 1. b. The logic for Jan is as follows: Suppress Column If: i. "Member Name" "Period" "equals" "Jan". ii. "Jan” is the actual member name. c. The same logic in place for Jan will be required for the Feb-Dec columns, Thus… Suppress Column If: i. "Member Name" "Period" "equals" "Feb". ii. "Feb" is the actual member name. iii. Etc… Once steps 1 & 2 are complete, development of the trigger section has been finished. 3. Adding Year and Period columns. The columns added here will be those which are displayed to the users. The Trigger section added in steps 1 and 2 above will determine which range of Periods will ultimately be displayed to the users. The key to adding columns in this section of the report is to include ALL possible Periods that could be displayed to the end-user. The Trigger section of the report will essentially move & display a subset range of Periods. For example, If a user selected “Jan” as their current Period, The report will need to display Sep-Dec of the prior year. These columns will be those displayed to the end-users. These columns MUST be Data columns. A rolling 5-month report will display Sep, Oct, Nov, Dec and Jan IF Jan is selected by the end-user. d. Either ‘Substitution Variables’ or the ‘RelativeMember’ function can be utilized for the Year dimension (ie. CurrentYear, CurrentYear-1, etc.). e. The Period members can be “hard-coded” into the report (don’t use the POV Period option here).
a. b. c.

4. The examples below display a high-level subset of the column logic. o Which Periods will be displayed? o Sep (Prior Year) o Oct (Prior Year) o Nov (Prior Year) o Dec (Prior Year) o Jan (Current Year) o Which Periods will be hidden (suppressed)? o Feb-Dec (Current Year) Example 2:  User selects "Sep" as the Period. Just as Conditional Suppression was setup for the trigger columns. Oct of prior year equals "N"… Dec of current year equals "AB"). . columns "A" through "L" of your report identify the "Trigger" section (Jan equals "A". and thus the range of Periods displayed to users. Step 4 in the development of this report contains a majority of the logic to be setup which will allow a range of periods to be displayed to users. each column will be tagged with an alphanumeric value that identifies the column number. As the name suggests. o Which Periods will be displayed? o May (Current Year) o Jun (Current Year) o Jul (Current Year) o Aug (Current Year) o Sep (Current Year) o Which Periods will be hidden (suppressed)? o Sep-Dec (Prior Year) o Jan-Apr (Current Year) o Oct-Dec (Current Year) When adding columns to a report. Conditional Suppression will need setup for these Year/Period columns. The "Year & Period" section is identified by columns "M" through "AB" of your report (Sep of Prior Year equals "M". The difference between the "Trigger" section and the "Year/Period" section resides on how columns are chosen to be suppressed. Staying true to the rolling 3-month solution. Feb equals "B"… Dec equals "L"). The idea behind the logic in this section is to move the range of periods displayed to users based on the Period selected in the User POV. Example 1:  User selects "Jan" as the Period. the "Trigger" section added in steps 1 & 2 will drive the conditional logic. The "Range Matrix" below will shed some light on what should be displayed based on what is selected. Adding ‘Advanced Suppression’ to each of the Year & Period columns.

The overall idea of how to implement this solution remains intact. the "Trigger" section of the report drives what is ultimately displayed to the user. If a report requirement exists for something other than a 5-month rolling view. Column "M" (which correlates to "Sep" of prior year) will need displayed to the user ONLY when the user selects "Jan" for the current POV of the Period dimension. Hyperion Reporting – Conditional Suppression Logic: Year & Period Suppression Logic: As stated before. it is imperative that you know and understand which Periods correlate to which column numbers. "Trigger" Section: "Year & Period" Section: The Conditional Suppression will need added to all "Year & Period" section columns (columns "M" through "AB" in the above images). By selecting "Jan". but the "Trigger" section will not need adjusted. and Jan of the current year (as shown above in the "Range Matrix"). Please feel free to contact me directly with any questions on implementing a solution such as this. the user is requesting to see data for Sep-Dec of the Prior Year. Similar logic is required for the remaining columns of the "Year & Period" section (columns "N" through "AB") with the only difference being the suppressed "Trigger" columns selected. as would the Conditional Suppression logic. the number of "Year & Period" section columns would need adjusted. I’m happy to assist when possible. and this is based on what the user selects in the User POV for Period. A subset of the Hyperion Reporting logic is shown in the image below.When setting up the "Year & Period" Conditional Suppression. .

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