Using a Fiscal Calendar

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. 

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. 1. Provide starting dates for 3 different years according to the desired calendar

2.  

   1. Does the fiscal year match the actual year of the starting dates?

   • For instance, if your year starts on October 1^st, 2018, is it considered fiscal year 2018 or 2019?

   2. On what day of the week do your weeks start?

   3. Does your fiscal calendar calculate months by real month boundaries (1^st of every month) or does it calculate it on a week boundary basis? If it calculates based on a week boundary, please answer the questions below:

   • If your calendar operates on a week boundary, what is the week boundary configuration desired? Options are 4-4-5, 4-5-4, or 5-4-4, corresponding to the number of weeks in each “month” of a quarter (e.g. 4-4-5 is a quarter consisting of two 4-week months followed by a 5-week month)

   • Week boundary calendars require a 53^rd week be added every 4-6 years, depending on leap years. What specific years should have a 53^rd week added? If none, the default will be used with 2020 as a reference point of a 53^rd week year.

   • For 53-week years, where in the year should this 53^rd week be added? (e.g. first month of the year, last month of the year, etc.)

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 Analyzer.

2. Select Date Range.

3. Check the Use fiscal calendar box.

4. Save the card.