Skip to main content
Documentation
Documentation
Adaptive Planning
Last Updated: 2023-08-04
Time Options for OfficeConnect for Financial Management

Time Options for OfficeConnect for Financial Management

We now enable OfficeConnect for Financial Management users to add time context and time components to reports. The extra time elements provide flexibility to users when defining time in a report. Also, they can generate "to date" reports and create unique date intersections.
Watch the video:
  2m 32s

Time Context

Release: 2023-09-09
We now enable you to apply these time contexts to time elements in your reports:
  • Period to Date (PTD)
  • Quarter to Date (QTD)
  • Year to Date (YTD)
Use time contexts primarily with the Activity or Average Daily Balance amount types.
Example: To see quarter to date revenue, apply QTD and a specific time element on revenue activity.
Your time contexts depend on these configurations in the data model:
  • Fiscal year
  • Summary schedule
  • Posting interval period
Example: If your summary period is Half Year instead of Quarter, you see Half Year to Date.
You must download and install the latest available OfficeConnect client for 2023R2.

Time Context Label

Release: 2023-09-09
We now provide a new Context label to enable you to add descriptive text about the time context you apply to your report.
Example: When you apply the Quarter to Date time context to the FY23 time element, to display a label like:"FY23 – Quarter to Date", use these label types and their corresponding values:
  • Time, Time Display Name
  • Context, Context Display Name

Time Components

Release: 2023-09-09
We now enable you to apply these time components to your reports:
  • Years
  • Quarters
  • Months
  • Days
Use the time components on different axes of the report for more flexibility such as:
  • Months on columns and Years on rows.
  • Quarters on rows and Years on columns.
  • Months on columns and Relative Year on columns (based on the reporting date).
To display data, you must add a valid intersection of components. Example: If you apply only "June”, OfficeConnect returns no data. You must apply "June” and “2023”.
Your time components depend on these configurations in the data model:
  • Fiscal year
  • Summary schedule
  • Posting interval period
Example: If your summary period is Half Year instead of Quarter, you will see Half Year.
You must download and install the latest available OfficeConnect client for 2023R2.