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How to pass last 2 quarters as period parameters in General Ledger-Transactional Balances Real Time
We are trying to create a Analysis report based on General Ledger-Transactional Balances Real Time to display:
Natural Account Segment Fiscal Quarter Ending Balance
Report prompt is Quarter.
In this prompt we are displaying all the available quarters on or before current date.
Requirement is - When user submit the report by selecting Qt1-25, then the report should run for Qtr1-25, Qtr4-24, Qtr3-24 (Selected quarter and 2 quarters before the selected quarter)
Answers
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You can try the below:
- Using a SQL Filter in OTBI
You can create a filter condition that selects the quarter chosen by the user and automatically includes the previous two quarters.
Example logic:
sql
WHERE Fiscal_Quarter IN (Selected_Quarter, Selected_Quarter - 1, Selected_Quarter - 2)
Ensure that the quarter values are stored in a format that allows arithmetic operations.2. Using a Dashboard Prompt with a Custom Formula
Modify the prompt to dynamically generate a list of quarters based on the selected quarter.
You may need to use Time Dimension Hierarchies to fetch previous quarters.
3. Leveraging OTBI Time Filters
OTBI allows filtering based on relative time periods. You can explore options to filter based on last two quarters dynamically.
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