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Define Fiscal Year Setup
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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.