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Analytics > About Custom Fiscal Calendar in Analytics
About Custom Fiscal Calendar in Analytics
Analytics supports multiple forms of calendar options:
- Calendar Quarter. A fiscal calendar type where the fiscal year can start on any day and month. Each fiscal year of 12 months consists of four quarters of three months each. Each month is a whole month and starts and ends on the same date.
- 5-4-4 Model. A fiscal calendar type where the fiscal year can start on any day and month. Each fiscal year of 12 months consists of four quarters of three months each. The first month is 5 weeks long, and the second and third months are 4 weeks long.
- 4-4-5 Model. A fiscal calendar type where the fiscal year can start on any day and month. Each fiscal year of 12 months consists of four quarters of three months each. The first and second months are 4 weeks long, and the third month is 5 weeks long.
- Custom Fiscal Calendar. A fiscal calendar type with unique start and end dates for each year. It also allows a company to uniquely handle years that have a fifty-third week or leap week.
The date dimension is generated already for 41 years (2000 to 2040) for all calendar types except the custom fiscal calendar type. Hence, companies defined with calendar quarter, 4-4-5 or 5-4-4 calendar type can analyze their fiscal metrics for data with dates that fall within this range (2000 to 2040). Analyzing data by fiscal and calendar periods when accessed or joined through date dimensions that are outside this range is not possible.
For companies on a custom fiscal calendar, they can analyze the fiscal metrics through the date dimension only for the years defined in Oracle CRM On Demand. For example, if you define your fiscal calendar for the years 2000 to 2010, then you can analyze the fiscal metrics for these 11 years only. If a record is created or started or ended on a date that is outside this range, that record is still visible in Analytics reports as long as it is not accessed or joined through the date dimension table.
You must be familiar with the following considerations when your company is using a custom fiscal calendar:
- If your company changes the fiscal calendar type from a standard or regular fiscal calendar (calendar quarter, 4-4-5, 5-4-4 models) to a custom fiscal calendar, the change is not immediate. Your company must request a full ETL (Extract, Transform, and Load) for the change to be complete.
- If your company changes the fiscal calendar from a standard or regular fiscal calendar to a custom fiscal calendar, it is not possible to analyze the historical pipeline snapshots in Analytics for the fiscal years that were not defined in the custom fiscal calendar. Historical snapshots cannot be aligned with the new calendar definition.
- If your company changes the custom fiscal calendar definition for an existing year, this change is not reflected until a full ETL is performed.
- The custom fiscal calendar definition for new companies as well as calendar definitions of new fiscal years for existing companies are processed during the nightly refresh.
- The fiscal calendar code field in the date dimension can be used to decode the fiscal calendar definition for companies on a standard calendar or regular fiscal calendar. However, for companies using a custom fiscal calendar this code cannot be guaranteed to be consistent and therefore it cannot be reliably decoded.
- Companies that choose to use a custom fiscal calendar must enter fiscal calendar definitions, starting from the earliest year available and proceed sequentially without any gap in the fiscal year definitions. If you want to define calendar definitions for earlier years, you can do so, but you must request a full ETL.
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