Time Units
Time units and the related time values defines the members of the time dimensions within Bizview. For example, if a form should be able to save data in Bizview on a week-level, the week level must be defined as a Time Unit with all the weeks that Bizview currently should be able to handle as Time values. During the installation of Bizview a set of predefined time units and time values are pre-loaded into the Bizview database. They are based on the ISO calendar definition of dates.
Access time units by selecting Client Data > Time:
In some scenarios, it might be necessary to create your own time units, and populate these with the correct time values. A typical scenario might be that you have a financial reporting process not related to the calendar year. Your financial Q1 might be the calendar year Q3 or similar. In this case, you would want to create new time units and time values describing the meta-data of the periods.
To create a new time unit, select +New Item at the top of the Client Data flyout:
Then, select Time Unit from the drop-down:
A Create new Time Unit dialog displays, as shown below:
Enter an ID and a Description and then select Create. The blank Time Unit template displays, as shown below:
As shown above, the Time Unit Settings display in the right panel. Enter the below information:
Field |
Description |
Example |
Note |
|---|---|---|---|
Time Unit ID |
The unique ID of the new Time Unit. |
FINQUARTER |
|
Description |
The description or name of the time unit. |
Financial Quarter |
|
Active |
Defines if active or not (ON/OFF). |
|
|
Derive Time Values From |
Defines if the time values should be derived from a different client within the same installation. |
For example, if the master calendar for the time unit is maintained in another client. |
|
Time Unit/Use |
Describes what meta-data should be assigned to the time unit values when creating the periods. Note: This table will be hidden if you've selected a value in the Derive Values From field. |
ISODATE, ISOMONTH, ISOQUARTER, ISOYEAR |
Select the check box in the Use column to apply the corresponding Time Unit. |
When the new Time Unit is defined, the next step is to define the Time Unit Values for the new Time Unit.
Select the Add button in the ribbon to edit the Time Values for the Time Unit.
Here, all relevant periods/time values are created and maintained. The columns in this grid are based on your selections in the table above. See the example below: