By Jeffrey Mcdaniel-Oracle on Jan 09, 2015
In P6 Analytics you can use Financial Periods as an element of time similar to Week, Month, Year, etc. Financial Periods are defined in P6. They can be a week, two weeks, a month, it is a user defined period.
The financial periods are available where the time dimension is available but can react differently dependant on the subject area that is being used. In this blog we will cover two main areas where this might be used and how the two subject areas will work differently.
Primavera - Activity
This subject area is not historical. This data is as of the last ETL run. The data in this subject area comes from the Activity Spreads. If you have spread data that falls into these financial period buckets then it will be shown. If you do not then certain financial periods will not be shown for this project. Remember once a fact is added into the Analysis, or you join to another dimension hence joining to the fact table, data will be filtered out to honor the data in the fact tables. Analytics is fact driven. You must have a fact to fit the criteria for it to be displayed.
Primavera - Project History
This subject is historical. As we discussed with the Primavera - Activity subject area, this is still fact driven. The change in behavior is that these facts are all about being historically captured, this is NOT using spread data it is only using historical data. For example, you have a project that ranges from 1/1/2013 to 1/1/2016. You have financial periods established for every two weeks during this time period. Today is Jan 9th, 2015. If you are just setting up P6 Analytics today and have never captured any history up to this point when you run the ETL process you will only see data for the financial period of Jan 1 - Jan 15th 2015. The historical facts are added into the specified buckets of the day the ETL is run and what bucket that falls into. If you have history for Week, Month, Quarter, and a Financial Period (every two weeks) you would see in the w_project_history_f a period_start and period_end_date like the image below:
Because you only have facts for those time periods, you would only see those time periods were historical data was captured. If you only have history captured starting today (Jan 9th) you would only see data that falls into that bucket. As time goes and you continue to capture history you will see additional buckets of history be stored and made available for viewing.
Thing to remember
Here are a few items to remember to do in P6 to make sure your projects are setup to capture history for financial periods. In the P6 Extended Schema remember if you are defining new financial period buckets to run the Enterprise Data global service so this data is calculated and stored in the Extended Schema
and available to be pulled over during the ETL. Projects must be published to calculate the spread data and changes to the project so they can be pulled over into STAR schema and available in the Primavera - Activity and Primavera - Project History subject areas. History must be enabled for the projects where you want to have history recorded. This is off by default. When setting the history interval it will need to be set to Financial Periods.