Portfolio analyzer financial year

[Denis in Brisbane]

I want to produce a portfolio analyzer report of planned and actual
expenditure by financial year, rather than by calendar year. I can produce a
report by month that shows what I want but when I try to group the months
into FYs, the system won't let me because they have a parent (Quarter and
year) that define their grouping.

I've tried a number of things, even setting up custom outline codes manually
set to Financial Year (because you can't put a formula on an outline code)
but withouit success so far.

I can't see a way to do it. I could extract monthly data into Excel and
manipulate it there but I want to present the results in PWA.

Any ideas very welcome.

Denis

 

[Ross Andren]

You may have to set up a time related criteria in the OLAP cube itself. I
have seen it done for weeks for example, as these don't show as standard,
but are the timeframe/granularity that many projects are managed to.

 

[support]

Denis,

I remember using an MSDN article that worked in MSP 2002 and it might
be worth taking a look at for 2003:

http://msdn.microsoft.com/library/default.asp?url=/library/en-us/pdr/PDR_Extending_OLAP_3347.asp

Look under the "Pay Periods" section for more description about fiscal
year. Hope it helps you.

Joe Blake
JH Blake Associates, Inc.

 

[Mike]

Denis

You need to develop an understanding of Analysis Manager. You can then
build a custom cube or modify the Projectserver cube. For time
elements (e.g. weeks) this is relatively straightforward, as this data
is already held in the MSP_Cube_Time_by_Day table.

Within Analysis manager you need to edit each projectserver cube in
turn and add a fiscal year dimension. Analysis Manager will let you
define start of fiscal year (make sure you select star schema
hierarchy).

As long as you do not delete the Projectserver cube it will update the
fiscal dimension as part of the normal build process.

regards

Mike

 

[Denis in Brisbane]

Thanks to all three of you who replied.

I got it working - along the lines of the PayPeriodExample in the Portfolio
Analyzer Extensions stuff in the SDK.

It's not quite as elegant but I was able to do it without any code by simply
setting up a static table mapping months and years to financial years from
now until FY 2020 (if it's still running then they can get me back in).
Works like a charm.

Denis