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MP1's avatar
MP1
New Contributor
2 years ago

Quarter to Date display in cube view

I am trying to build a cube view where the columns represent the 4 quarters in the year and then a YTD column. So if the POV is 2023M8 then I would like to see Q1 2023, Q22023, Q3 (should be M7+M8)...
Cube View
JackLacava's avatar
JackLacava
Icon for OneStream Employee rankOneStream Employee
2 years ago

AllPriorInYearInclusive works according to the frequency of the member you're appending it to. So if you put it on a quarter member, you're asking for "all the QUARTERS in the year previous to this", and you'll get a total for the full quarter.

The YTD reversal is derived data, so you can hide it with conditional formatting:

If (IsDerivedData = true) Then
    TextColor = White
    BackgroundColor = White
end if

I don't know how you'd build the exact CV you're asking for, I have a feeling there is a simple solution that is escaping me; at worst, you can resort to an XFBR or Custom Member List to calculate the values you need.