Siebel Customer-Centric Enterprise Warehouse Installation and Configuration Guide > Initializing and Populating the Siebel Customer-Centric Enterprise Warehouse >

Loading Your Fiscal Calendar

The INITIALIZE Workflow contains worklets to load information about your company's fiscal calendar, holidays, and other date-related concepts. If you want to load your Fiscal Calendar, you must configure the INIALIZE workflow before you can run the Fiscal Calendar.

The dates dimension (IA_DATES) contains fields that you can configure to store fiscal calendar information. By default, the fields that contain the fiscal information are populated with calendar information. Therefore, if your fiscal calendar differs from the standard calendar, you must configure one of two prepackaged CSV files (fiscal_months.csv, and fiscal_week.csv). Your fiscal calendar must be set up such that fiscal weeks roll up to fiscal months, which roll up to fiscal quarters, which roll up to fiscal dates. By default, the Z_UPDATE_FISCAL_DATES_BY_WEEKS workflow is disabled, and you load the fiscal calendar by running the Z_UPDATE_FISCAL_DATES_BY_MONTHS.

The explanations that follow help you to determine your system needs, and to choose an appropriate option, based on how much information you want to specify.

Configuring Your Fiscal Month

If you want to specify the beginning date of each fiscal month within a fiscal year, you may do so in the fiscal_months.csv file. The Z_UPDATE_FISCAL_DATES_BY_MONTHS worklet uses the fiscal_months.csv file as source information to calculate the appropriate fiscal week information, within each month that is specified. Run the worklet to update each record in the IA_DATES table for the period that you specify.

Configuring Your Fiscal Week

If your fiscal week information cannot be described using the methods in the preceding sections, you may use the fiscal_week.csv file. You can specify the start date for each week, and indicate which fiscal week, month and year each week is in, with the fiscal_week.csv file. After the file has been modified, enable the Z_UPDATE_FISCAL_DATES_BY_WEEKS worklet, and disable the Z_UPDATE_FISCAL_DATES_BY_MONTHS worklet in the INITIALE workflow. The Z_UPDATE_FISCAL_DATES_BY_WEEKS worklet calculates only information within the parameters that you specified, such as the day in the fiscal week.

Using the Fiscal_months.csv and the Fiscal_weeks.csv Files

There are two fiscal calendar files, one of which you have to modify. The two fiscal calendar files are used by the Z_UPDATE_FISCAL_DATES_BY_MONTHS or Z_UPDATE_FISCAL_DATES_BY_WEEKS worklets. The contents of these files must represent your company fiscal month or week. You can edit the files by entering the correct start and end dates for your company's fiscal month, week, or year.

To modify the fiscal_weeks.csv file

1. Open the fiscal_weeks.csv file in the $Siebel\ETL\SrcFiles folder.
2. Following the format specified in the spreadsheet, start with row six and enter the number of your fiscal year in column A, month in column B, and week in column C.

   Enter the start date of the fiscal week for a given year in column D.

3. Repeat the numbering process for each week in the fiscal year.

   Be sure to identify the correct month for each week.

4. Select File > Save, and close the file.

Follow the preceding procedure to edit the fiscal_months.csv file used by the Z_UPDATE_FISCAL_DATES_BY_MONTHS worklet to configure your fiscal calendar.