Kscope17 mini-presentation by Keith Berry on creating Current Year and Period member lists and sorting member lists in HFM

1. Current Period/Year
Member Lists
Current Year & Period Member Lists
Keith Berry

2. 2© 2016 The Hackett Group, Inc. All rights reserved. Reproduction of this document or any portion thereof without prior written consent is prohibited.
What’s it good for?
Global update of year and period

3. 3© 2016 The Hackett Group, Inc. All rights reserved. Reproduction of this document or any portion thereof without prior written consent is prohibited.
Static method

4. 4© 2016 The Hackett Group, Inc. All rights reserved. Reproduction of this document or any portion thereof without prior written consent is prohibited.
Dynamic method
Set up a cell to hold the input

5. 5© 2016 The Hackett Group, Inc. All rights reserved. Reproduction of this document or any portion thereof without prior written consent is prohibited.
Year member list
• Always the same POV
• GetCell runs when member list is called

6. 6© 2016 The Hackett Group, Inc. All rights reserved. Reproduction of this document or any portion thereof without prior written consent is prohibited.
Period member list
• Create array with period names

7. 7© 2016 The Hackett Group, Inc. All rights reserved. Reproduction of this document or any portion thereof without prior written consent is prohibited.
Period member list
• Create array with period names
• Use GetCell to return period number

8. 8© 2016 The Hackett Group, Inc. All rights reserved. Reproduction of this document or any portion thereof without prior written consent is prohibited.
Period member list
• Create array with period names
• Use GetCell to return period number
• Use period number as array index to get period name from number

9. 9© 2016 The Hackett Group, Inc. All rights reserved. Reproduction of this document or any portion thereof without prior written consent is prohibited.
Period lookup
Any method will do...
• Array
• CASE statement
• IF...THEN statement
• MonthName function

10. Current Period/Year
Member Lists
Sorting Member Lists

11. 11© 2016 The Hackett Group, Inc. All rights reserved. Reproduction of this document or any portion thereof without prior written consent is prohibited.
Dynamic Member List
▪ Start with a system member list in an array

12. 12© 2016 The Hackett Group, Inc. All rights reserved. Reproduction of this document or any portion thereof without prior written consent is prohibited.
Dynamic Member List
▪ Start with a system member list in an array
▪ Go through the array one-by-one

13. 13© 2016 The Hackett Group, Inc. All rights reserved. Reproduction of this document or any portion thereof without prior written consent is prohibited.
Dynamic Member List
▪ Start with a system member list in an array
▪ Go through the array one-by-one
▪ Test each array cell to see if it should be in your list

14. 14© 2016 The Hackett Group, Inc. All rights reserved. Reproduction of this document or any portion thereof without prior written consent is prohibited.
Dynamic Member List
▪ Start with a system member list in an array
▪ Go through the array one-by-one
▪ Test each array cell to see if it should be in your list
▪ If it should, add it to your list

15. 15© 2016 The Hackett Group, Inc. All rights reserved. Reproduction of this document or any portion thereof without prior written consent is prohibited.
Dynamic Member List
▪ Start with a system member list in an array
▪ Go through the array one-by-one
▪ Test each array cell to see if it should be in your list
▪ If it should, add it to your list
▪ If it shouldn’t, ignore it and move on

16. 16© 2016 The Hackett Group, Inc. All rights reserved. Reproduction of this document or any portion thereof without prior written consent is prohibited.
Sorted Dynamic Member List
▪ Start with a system member list in an array

17. 17© 2016 The Hackett Group, Inc. All rights reserved. Reproduction of this document or any portion thereof without prior written consent is prohibited.
Sorted Dynamic Member List
▪ Start with a system member list in an array
▪ Go through the array one-by-one

18. 18© 2016 The Hackett Group, Inc. All rights reserved. Reproduction of this document or any portion thereof without prior written consent is prohibited.
Sorted Dynamic Member List
▪ Start with a system member list in an array
▪ Go through the array one-by-one
▪ Test each array cell to see if it should be in your list

19. 19© 2016 The Hackett Group, Inc. All rights reserved. Reproduction of this document or any portion thereof without prior written consent is prohibited.
Sorted Dynamic Member List
▪ Start with a system member list in an array
▪ Go through the array one-by-one
▪ Test each array cell to see if it should be in your list
▪ If it should, ignore it and move on
▪ If it shouldn’t, clear the cell contents

20. 20© 2016 The Hackett Group, Inc. All rights reserved. Reproduction of this document or any portion thereof without prior written consent is prohibited.
Sorted Dynamic Member List
▪ Start with a system member list in an array
▪ Go through the array one-by-one
▪ Test each array cell to see if it should be in your list
▪ If it should, ignore it and move on
▪ If it shouldn’t, clear the cell contents
▪ Send the array to the sort routine

21. 21© 2016 The Hackett Group, Inc. All rights reserved. Reproduction of this document or any portion thereof without prior written consent is prohibited.
Sorted Dynamic Member List
▪ Start with a system member list in an array
▪ Go through the array one-by-one
▪ Test each array cell to see if it should be in your list
▪ If it should, ignore it and move on
▪ If it shouldn’t, clear the cell contents
▪ Send the array to the sort routine
▪ After the sort, go though the array one-by-one and add all the items to your list

22. 22© 2016 The Hackett Group, Inc. All rights reserved. Reproduction of this document or any portion thereof without prior written consent is prohibited.
From HFM: Clean It Up: Sort:
Arrays

23. 23© 2016 The Hackett Group, Inc. All rights reserved. Reproduction of this document or any portion thereof without prior written consent is prohibited.
Sorting Routine
Not much to look at...

24. 24© 2016 The Hackett Group, Inc. All rights reserved. Reproduction of this document or any portion thereof without prior written consent is prohibited.
Sorting Routine
▪ Google is your friend
▪ Any will do
▪ Cut and paste