Before You Begin
This tutorial shows you how to add a custom knowledge reference file containing date constructs such as fiscal year used by your organization in Oracle Analytics.
Background
You can use Oracle Analytics custom knowledge to store defined fiscal year, quarters or other significant dates used in your enterprise. You might have a fiscal calendar that doesn't start with January 1st but instead starts with July 1st or September 1st. Oracle Analytics uses the custom knowledge reference file to suggest data columns that you can add to your dataset.
To identify the beginning and ending of the fiscal year, quarters, and the associated dates, you create a file that contains these definitions and upload that file to Oracle Analytics. You can use a comma separated file (.csv) or an Excel spreadsheet file to create your custom knowledge reference file.
What Do You Need?
- Access to Oracle Analytics with administrator privileges
- Download fiscal_calendar.xlsx to your computer
- Download sample_order_lines2023.xlsx to your computer
Upload Your Custom Knowledge Reference File
In this section, you use your administrative privileges to upload a file to provide custom knowledge about fiscal year.
- Sign in to Oracle Analytics with your administrator privileges.
- On the Home page, click Navigator
. In the Navigator, click Console. - In the Console, click Data Enrichments.
- Under Custom Knowledge, click Add Custom Knowledge
. In File Upload, select fiscal_calendar.xlsx and click Open.
Description of the illustration create_fy_custom_knowledge.png - In Create Custom Knowledge from fiscal_calendar.xlsx, click OK.
- Under Custom Knowledge, click menu
in the fiscal_calendar row and select Inspect. - In Inspect, click Data Elements to view the fiscal_calendar custom reference columns.
Description of the illustration inspect_fy_cr.png - Click Close. Click Go back
. On the Console page, Navigator , and then click Home 
.
Create a Dataset
In this section, you create a dataset to see the recommendations about fiscal year that are available to add to the dataset.
- On the Home page, click Create and click Dataset.
- In Create Dataset, click Drop data file here or click to browse. In File Upload, select sample_order_lines2023.xlsx and click Open.
- In Create Dataset Table from sample_order_lines2023.xlsx, click OK.
Description of the illustration join_diagram.png - Click sample_order_lines2023 tab.
- Click the Ship Date column. In the Recommendations list, click Extract Quarter from Ship Date.
Oracle Analytics adds a new column for each of the selected recommendations to the dataset.
Description of the illustration ship_date_qtr.png - Click the Order Date column. In the Recommendations list, click Extract Quarter from Order Date.
Description of the illustration order_date_qtr.png - Click Save
to add the columns to your dataset. In Save Dataset As, enter a Name and click OK.
Learn More
Add Dates as Custom Knowledge Keys in Oracle Analytics
G33326-01
July 2025
Learn how to add a custom date reference file to use for date recommendations in Oracle Analytics.
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