Fiscal Year month

Khaleelah
Khaleelah Customer
10 Comments Name Dropper Level 200: Building A Planning Solution in Board
edited September 3 in Platform

Dear Team,

We have a scenario where our fiscal year starts in July and ends in June example July 2023 - June 2024.

When we define the quarter in Board, the mapping for quarter is done correctly .

Boards maps the calendar year to the quarter

image.png

We require same for the yearmonth. Is it possible

In below snapshot, instead of 201801 maps to Jan 18 it should map to July 18. Can this be done via a custom entity. It is the user requirement

image.png

Answers

  • Sudeep Palkar
    Sudeep Palkar Employee
    Third Anniversary 10 Comments Level 100: Foundations of Building in Board Level 200: Building A Planning Solution in Board

    Hi Khaleelah,

    You can try below time hierarchy - assuming that day is the lowest level of granularity. Steps that you could follow are:

    • Create a custom time entity say 'FMonth'
    • Change the hierarchy and assign the FMonth as a parent of Day as below

    image.png
    • Extract the time tree
    • Update the txt file to include the members for new entity as follows
    image.png
    • create a data reader and load the entire time hierarchy again
    image.png

    This could be the hierarchy within Board.

    Hope this helps.

    Regards,

    Sudeep Palkar

  • Khaleelah
    Khaleelah Customer
    10 Comments Name Dropper Level 200: Building A Planning Solution in Board

    Thank you Sudeep for the detailed explanation

  • Khaleelah
    Khaleelah Customer
    10 Comments Name Dropper Level 200: Building A Planning Solution in Board

    @Sudeep Palkar why is Fmonth the parent of Day and not Month please.

    I am asking so because i have another custom entity to create MonthofIntake where in a year i have two student intakes April and October. So i created monthofintake parent of Month. Issue is if i do not map the day to monthly intake, i cannot filter by year nor month.

    image.png

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