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Fiscal Calendar Setting

  • Updated

Create a date-based filter using your companies fiscal calendar year. You must define the start of your fiscal calendar year by month before using it in a filter.   

Define Fiscal Calendar Year by Month

Define the starting month of your fiscal calendar year. Select Administration > System Settings from the navigation bar. 

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Click on the Accounts tab inside System Settings.

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Scrolls down to the "Fiscal calendar start" pick list. The default start month is January. 

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  1. Select the start month from the pick list.
  2. Click Save to save your changes. 

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Filter by Fiscal Calendar Year

You can now filter records by your fiscal calendar year using a date-based attribute. Filters can be created in jobs and analytic reports.

In a job, create a filter using the Filter Input button. 

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In an analytics report, create a filter using the Filter Data button. Follow below steps for either filter.

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  1. Create a filter using a date-based attribute. (e.g. CreatedDate)
  2. Select "relative to" from the Time/Date Format pick list.
  3. Define the time/date by fiscal quarter before run time, fiscal years before run time, fiscal quarters after run time, or fiscal years after run time.  
  4. Click Update Filter to save your filter.

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Filter Guidelines

Select which time period to filter data based on the operator: 

  • >= value: will include values from the current quarter/year along with the values from a later period
  • <= value: will include values from current quarter/year along with with values from an earlier period
  • is = value: will include values from only the current quarter/year

Select which fiscal quarter/year to filter data based on the reference point number:

  • The current quarter/year starts at reference point 0. To filter data by the current fiscal quarter/year, the reference point would start at 0.
  • To filter data by one fiscal quarter/year into the future, the reference point would start at 1.
  • To filter data by two fiscal quarters/years in the past, the reference point would start at -2. 

NOTE: Results will depend on a combination of both factors. If you do not change the date timeframe on analytic reports, metrics will automatically change to the next quarter and one quarter before that.  

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Examples

In these examples, the fiscal year is from August 2024 - July 2025. 

Q1: Aug - Oct 
Q2: Nov - Jan 
Q3: Feb - Apr (Current Quarter)
Q4: May - July

Filter data by the current fiscal quarter, February 2025 - April 2025. Create the following filter:

  • [Date-based attribute] is = value relative to 0 fiscal quarters before run time

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Filter data by 1 fiscal quarter before the current quarter, November 2024 - January 2025. Create the following filter:

  • [Date-based attribute] is = value relative to -1 fiscal quarters after run time

Fiscal_10.png

Notes:

  • Define your fiscal calendar year to easily filter and review fiscal quarterly metrics for data quality or enrichment.

 

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