Date Intelligence named sets are special named sets that you can create using Vivid. You can then use these sets, with names like “Day” or “Yesterday,” to refer to relative dates in a given hierarchy. One of the great benefits of using these named sets is that Vivid automatically updates them daily so that they always refer to the appropriate new dates as time passes.
For example, if the current date is August 12, 2010, and you map the Today Reference in the Vivid Date Intelligence dialog box to 8/11/2010 (the cube is always a day behind), then “Day” will map the member that refers to 8/11/2010. “Yesterday” will refer to the 8/10/2010 member (assuming that is the previous day in your hierarchy). When you open Excel the following day, August 13, the “Day” set will refer to the 8/12/2010 member, and “Yesterday” will refer to the 8/11/2010 member.
Set Up Date Intelligence Named Sets
To set up date intelligence, complete these steps:
- In the Dimensions pane of the Vivid Pivot Table Editor, right click a hierarchy
from a dimension of type “Date” and then click “Setup Date Intelligence…” in the
context menu.
The Setup Date Intelligence command on the Dimensions and Named Sets context menu. The Vivid Date Intelligence dialog box opens.
The Vivid Date Intelligence dialog box.- Select the Today Reference date. This is the date that that will represent the current day. If your cube trails by a day or a week, select the Today Reference that is appropriate for your system.
- In the Day Member field, enter the member from the hierarchy that represents the date that you entered for the Today Reference. You can use the “…” button to browse the members in the hierarchy.
- As needed, for Week Level, Month Level, Quarter Level, Semester Level, and Year Level, select the levels that you want to map to. Note that you do not have to select a level for each these. Some cubes do not have levels that correspond to them all.
- Click OK.
Vivid will then attempt to create a set of special named sets that will map to:
Today, Yesterday, Tomorrow, Last Week, Next Week, Seven Days Ago, Seven Day Forward, Last Month, Next Month, Last Quarter, Next Quarter, Last Semester, Next Semester, Last Year, Next Year.
You can these just as you would any other named set, except that these named sets are automatically updated for each passing day.