Applying open period restrictions
To avoid calculations fetching locked records and processing/persisting them in the open periods it is best to implement the following best practices.
Recommendations
Restrict data to open periods
Explicitly restrict data sources to fetch only open period records, particularly in Year-to-Date (YTD), Quarter-to-Date (QTD) accumulation, Time-Shift calculations, and calculations sourcing transactional data.
Avoid processing locked records
Prevent calculations from fetching and processing locked records, which could reappear in open periods.
Key benefits
Simplified reconciliation
During data archiving and purging, reconciliation of calculation row counts is easier. Open period row counts remain unchanged on the identified calculations above when the open period restrictions have been applied.
Prevent data persistence issues
The reduction in the number of records persisted in the open period, leading to quicker calculation run times due to the lower processing volumes.