Skip to main content
waffle.svg
Domo Knowledge Base

Using A Fiscal Calendar

Version 7

 

Intro

Use the Fiscal Calendar setting to visualize KPI cards with your business's fiscal calendar. You can create custom visualizations that provide better insights based on the business's schedule rather than a standard calendar. 

Note: At this time, it is not possible to set Fiscal Calendar as the default option on all cards; it must be set on a card-by-card basis.  

How to Get a Fiscal Calendar in Domo

To turn on the fiscal calendar option, you:

  • Must have a Professional level Domo license or higher.

  • Need to contact Domo Support with the following information:

  1.  Start Date of Fiscal Calendar (e.g. 01/15/2018).

  2. When is the year of the Fiscal Year (e.g. If the fiscal start date is 4/1/2018, is that the beginning of the 2018 or 2019 fiscal year?).

  3. The day of the week that each fiscal week begins (e.g. Sundays).

  4. Whether months are calculated on a month boundary (e.g. Fiscal month always begins on the same day such as April 1, May 1, etc.) or on a week boundary (usually these are referred to as 4-4-5, 4-5-4, or 5-4-4 because those are the number of weeks in each month of a quarter).

If your fiscal calendar does not follow a consistent pattern, please reach out to Support and they will help you with what information to provide.

For more information on how to contact Support, see Technical Support.

Using a Fiscal Calendar in Analyzer

Once support has implemented your fiscal calendar, use the following steps to use it in a KPI card.

  1. Go to the Analyzer view of a card. For more information on how to do this, see Opening the Analyzer.

  2. Select Date Range.

  3. Check the Use fiscal calendar box.

  4. Save the card.

Fiscal Calendar.png

Important: 
When adding a fiscal calendar as part of a drill path, the fiscal calendar selection in the child pages MUST be the same as that of the parent card; otherwise, the drill path won't work.

The fiscal calendar checkbox does not apply to Beast Mode calculations that use the following functions:
DAYOFWEEK, WEEK, YEAR, and YEARWEEK
for more information on these functions, see Beast Mode Functions Reference Guide.