1. Working with Strategic Modeling in Smart View
  2. Using Time Periods
  3. Changing the Fiscal Year End

Changing the Fiscal Year End

Change the fiscal year end to specify the end of the fiscal year in models.

  • Changing the fiscal year end results in partial years at the beginning and end of the model. Partial-year data is discarded during conversion. To retain the data, add a year at the end and/or beginning of the model.

  • To retain historical and forecast data in the years, define the years before and after the historical boundary in monthly detail.

  • To ensure accuracy for years containing aggregate values like year-to-date or trailing periods, make sure there is enough time detail in each year.

To change the fiscal year end:

  1. Access the Strategic Modeling ribbon in Microsoft Excel, and then open a model.
  2. In the Strategic Modeling ribbon, click Time toolbar button, select Time Period, and then select Fiscal Year End.
  3. In New Fiscal Year End Month, select a month.
  4. Click OK.