Setting up the Calendar

The calendar establishes the application’s base time periods, first fiscal year and month, and total number of years. Select the base time period and monthly distribution pattern based on the number of fiscal weeks in a month. The base time period options are the bottom-level time periods in the application. You can create a custom base time period, such as weeks or days. Use monthly distribution patterns to determine how data entered into a summary time period is distributed or spread among the base time period that you select. Users can enter data into summary time periods, such as years or quarters. Oracle Hyperion Planning distributes these values over the base time periods that constitute the summary time period.

For the fiscal year, you can set the fiscal year first month and specify whether the fiscal year starts from the same calendar year or the previous calendar year. You can later set up calculations based on the calendar year, for example, using formula expressions. When setting up formulas for Planning applications, keep in mind that formula expressions such as [TPDate] and [FirstDate] produce different results if the application starts in the same calendar year or previous calendar year. See Working with Formula Expressions.

The following table provides examples of how the Fiscal Year First Month and the Fiscal Start Year options affect the calendar for the application, assuming the Fiscal Start Year is 2012.

Table 12-1 Examples of Fiscal Year First Month and Fiscal Start Year Calendar Options

Fiscal Year First Month	Fiscal Start Year	Period - Year	Years Dimension
January	Same Calendar Year	Jan-12 to Dec-12	FY12
July	Same Calendar Year	Jul-12 to Jun-13	FY12
July	Previous Calendar Year	Jul-11 to Jun-12	FY12
February	Same Calendar Year	Feb-12 to Jan-13	FY12
February	Previous Calendar Year	Feb-11 to Jan-12	FY12
December	Same Calendar Year	Dec-12 to Nov-13	FY12
December	Previous Calendar Year	Dec-11 to Nov-12	FY12

To set up the calendar:

1. In the Planning Application Wizard, click Calendar.

   See Setting Up Applications Using Planning Application Administration.

2. To set how calendars roll up, select a Base Time Period option:

   • 12 Months: Four quarters per year; months roll up into parent quarters and quarters into years.

   • Quarters: Quarters roll up into years.

   • Custom: A custom time period, such as weeks or days.

3. Select the First Fiscal Year.

   This selection defines the starting fiscal year for the application. You cannot change it after creating the application. Before specifying the first fiscal year, consider how much historical data your organization needs and wants in the application.

4. Select the Number of Fiscal Years for the application.

   This selection defines the number of years in the calendar. You can add more years to the calendar after the application is created.

5. Select the Fiscal Year First Month.

   This selection is the first month in the fiscal year for the application, which depends on the First Fiscal Year option.

6. Select the Fiscal Year Start Date:

   • Same Calendar Year. Set the fiscal year to start with the current calendar year. For example, selecting the year 2014 with a starting period of Jun creates the starting year as FY14, defined as Jun-14 to May-15.

   • Previous Calendar Year. Set the year to start with the previous calendar year. For example, selecting the year 2013 with a starting period of Jun creates the starting year as FY13, defined as Jun-12 to May-13.

     For an application starting in January, only the Same Calendar Year option is available.

7. If you set the base time period as 12 Months, select a Weekly Distribution option: Even, 445, 454, or 544.

   Weekly distribution sets the monthly distribution pattern, based on the number of fiscal weeks in a month. This selection determines how data in summary time periods spreads within the base time period. When users enter data into summary time periods, such as quarters, the value is distributed over base time periods in the summary time period.

   If you select a weekly distribution pattern other than Even, Planning treats quarterly values as if they were divided into 13 weeks and distributes weeks according to the selected pattern. For example, if you select 5-4-4, the first month in a quarter has five weeks, and the last two months in the quarter have four weeks.

8. To create an All Years parent member that includes all years, select Yes for All Years parent.

   The All Years parent member enables users to view the accumulated data across multiple years, for example, a project's total cost up to its end date. The parent member does not include the No Year member, if one is defined for the application.

9. Click Next.