Dynamic Default Element of Hierarchy - e.g. Set Default Element to Current Period in GLTOT Calendar

Does anyone know of a way to set a dynamic default element of a hierarchy. For example, in the GLTOT Calendar is there a way to set the default element to the Current Period based on the current date.

I'm hoping to be able to default period lookup lists to the current period. I've tried a few methods with mixed results, and haven't found an manageable solution yet. Any thoughts / ideas?

Thanks!
Andy

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Nathan Hewat

Hi Andy

Have you tried setting the dimension properties using OLAPXMLRequest() AE function? By using this you can set the DefaultMember property to whatever you want. Something like this should work:

...where OlapDim and NewDefaultElement are strings containing the IDs of the dimension and elements respectively, and olapCon is an OLAPConnection object. You may need to unlock the database first using the PutProperties method first though. You can find details of the necessary xml syntax in the OLAP_SDK.pdf document (the copy I've got was distributed in the .iso installer file for v11).

From your reference to "GLTOT Calendar" I assume you're working with a BIFSM database. As you're probably aware, this is created by (and tightly bound to) the FSM data model, so do test carefully how recreating the database from FSM impacts the changes you make.

If you prefer a less hack-y approach (e.g. to not have to create a report calling a custom AE process to set this), then that must be delivered from within the BIFSM configuration - perhaps via an enhancement request?

Edit: Apparently any Enhancement Requests (here) for BIFSM should be submitted with "Global Ledger" in the Product field (the same Product Manager owns both):

Best

Nathan

John Robson

Andy

I would add that Nathan's suggestion is entirely correct if you want to change the default element in OLAP.

I can however envisage that what you are trying to do is to ensure that custom reports open with the current calendar month driving the the default period. If this is the case you may want to store the current period in a Custom Parameter, created in d/EPM Administration. Custom Parameters. Custom Parameters can provide default values in controls such as combo boxes on custom reports:

Default values can be set in many ways e.g. in d/EPM Administration, as above by changing a combo box value or by an action such as repository load or report load. Application Engine provides a whole raft of Date/time functions - https://docs.infor.com/depm/2022.x/en-us/depmolh_cloud/default.html?helpcontent=application_engine_cloud/azw1510174456881.html

Finally be aware that the elements are by default stored with unique names such as this one from the sample databases [Period].[All Years].[2005].[2005_Q2].[2005_Q2_05] so a little bit of string arithmetic is required.

Nathan Hewat

John's completely correct - I assumed that you wanted Self-Service to default to your selected GLTOT_Calendar element too. You can also reference the DefaultMember property in App Studio:

andy

Thank you both for the detailed follow up. I ended up leveraging an App Engine process, but may refactor in the future. Thanks for your help!

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