Define Fiscal Year Setup

Specify fiscal years based on your company's operations. Fiscal years may be associated with calendar years or any other type of year. You can also define quarters, months, and fiscal year start and end dates.

Extend Calendar

Extend your calendar. For example, you may have a 1 year calendar that you want to extend to include an additional year.

Fiscal Year Start Month

Select the month your company starts its fiscal year. Fiscal years may correlate with calendar years or any other type of year defined by your company.

Fiscal Year End Month

The month your company ends its fiscal year. This is automatically selected based on the month selected to start the fiscal year.

Name Fiscal Year by

Allows you to configure a Financial Year and name it according to your organizational needs. For example, if you have a fiscal year that starts in February and ends in January, you can use this functionality to name the fiscal year in accordance with the calendar year of the first month instead the last month. So Fiscal Year 2017 would contain periods February 2017 to January 2018.

Calendar Start Year

The selected start year will be displayed across all the Time dimension fields.

Calendar End Year

This field is the only field that is editable once a calendar is created . Use this field to extend your calendar by selecting a future year.

Periods Per Fiscal Year

Select the number of periods that correlate to your fiscal year. For example, you may select 12 periods, which correlate to 12 months in your fiscal year.

Define Rollup Level

These levels define additional time frequencies within the calendar. The lowest level is Month.

Quarter Members

Associate quarters to your fiscal year. For example, you may choose to have a fiscal year made up of 4 quarters. Each quarter will have 3 months. Or, you may choose to have a fiscal year with 3 quarters. If this is the case each quarter will have 4 months.

Number of Members at Quarter Level

Select the number of quarters that make up your fiscal year. For example, if your fiscal year is made up of 4 quarters, enter 4. Now, each quarter will be made up of 3 months.

Member Name

Provide a name for each quarter. For example, you might want to name the first quarter Q1, the second quarter Q2, and so on.

Month

Enter the number of months associated with each quarter. For example, if you entered 2 in the Number of Members at Quarter Level field, then you will have two quarters consisting of 6 months per quarter.