Can You Use Constant Periods in FSG Reports? [ID 1051615.

6]


Modified 23-MAY-2009 Type PROBLEM Status PUBLISHED


PROBLEM DESCRIPTION
-------------------

You are trying to setup an FSG(Financial Statement Generator) report using one
or more constant period(s) in the column set as follows:

Responsibility = General Ledger Super User GUI
UI Navigation = Report/Define/ColumnSet
GUI From Name = RGXGDAXS (Column Set <Column Set Builder>)

1. Navigate to Report/Define/Column Set, place your cursor on the Name field
and click on Query/Find from the toolbar and select an existing Column Set
you would like to modify.

2. Click on [Build Column Set] to bring up the Column Set Builder window or
[Create Heading] to bring up the Column Set Heading window.

3. Example of what you would like to see:


Period YTD(6/97) YTD(9/97) YTD(-2/98) YTD(-1/98)
Type Constant Constant Rolling Rolling
------ --------- --------- ---------- ----------


SOLUTION DESCRIPTION
--------------------

This functionality is not currently available in Oracle General Ledger
versions 10.X and 11.X.

This is available in R12 using the token CPOI (Constant period of interest).

Please refer the following note for details :

Note 463505.1 - "R12 How to Use CPOI Token in FSG."


R12 How to Use CPOI Token in FSG [ID 463505.1]


Modified 09-SEP-2008 Type HOWTO Status MODERATED
In this Document
Goal
Solution
Applies to:
Oracle General Ledger - Version: 12.0
Information in this document applies to any platform.
FSG

Goal
How does the token CPOI in FSG function and how to design an FSG report using CPOI such that it has all
the monthly periods in the columns.
Solution
This is a new feature in Release 12.
The constant period of interest is determined by two parameters, the period number and the relative year.
For example, assuming a 12 period fiscal year based on a standard monthly calendar. For the column in the
report representing the constant period of interest, if period number 12 is specified and the relative year to be
a ''-1".
When running the FSG report for any of the periods between January to December 1996, the Constant
Period of Interest column displays data for December, 1995.
If the report is run for period March 1997, the Constant Period of Interest column displays data for
December, 1996.

The constant period of interest control value feature can be used to report on a fixed reporting period for
each accounting year and use the Constant Period of Interest (&CPOI) token to automatically label the
column.


The FSG using the token "&CPOI" may be defined as follows:
Define row set as per requirement.

Column set definition: first column should be description column as per requirements and only the columns
for values are mentioned below:

Column Token Amount type Control value Offset
1 Description
2 (CPOI) PTD actual 1
3 (CPOI) PTD actual 2
4 (CPOI) PTD actual 3
:
12 (CPOI) PTD Actual 12

Now in the define report define the control values in the section on constant periods of interest:

Control value Period number Relative year
1 1 0 (Since data is required for the current year only)
2 2 0
3 3 0
:
so on till values of 12.


We will provide an example to elaborate on this.
Requirement:
-----------
You need to add a column into a column set that references the prior end of year totals.

Examples:
- When you pass the FSG report period Jul-08, report should display the Dec-07 period and Jul-08 column.
- If Jun-08 is passed to report, report needs to show Dec-07 and Jun-08 periods.

Solution:
----------
It's all really done with the Control Value assignment.
Assign a control value to your columns, then assign it in the FSG Report definition, to the apprioriate period
number (this is the period number within the year), and relative year (relative to the period year you are
running the report for).

In the example below, we are assuming your calendar year is January through December with 12 periods.

-- For your scenario of:

1. If report is run for Jul-08, show Dec-07 and Jul-08 data.
2. If report is run for Jun-08, show Dec-07 and Jun-08 data.

-- Do the following:

1. In the column set:
Column 1 (for Dec-07): control value 1, &CPOI1 for the column header token
Column 2 (for Jul-08): control value 2, &CPOI2 for the column header token

In the Report definition:
Control Value 1: Period: 12 (assuming this is December), Relative Year: -1 (one year prior to the period
year you're running the report for)
Control Value 2: Period: 7 (assuming this is July), Relative Year: 0 (same year you're running the report for)

2. In the column set:
Column 1 (for Dec-07): control value 1, &CPOI1 for the column header token
Column 2 (for Jun-08): control value 2, &CPOI2 for the column header token

In the Report definition (assuming your calendar year has 12 periods, January through December):
Control Value 1: Period: 12, Relative Year: -1
Control Value 2: Period: 6, Relative Year: 0