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kerryncane
Partner - Contributor
Partner - Contributor

Fiscal Calendar Issue

My fiscal year goes from August 10 July, however when displaying sales data for fiscal year as soon as I the year it only displays from January onwards (no Aug-Dec data).  If I then select the year and Select August thru Dec either individually or together the correct sales data is return however as soon as I select Jan, August to Dec data no longer appears.  I have not had much experience with calendars and I would say the issue is with my script.
CalendarVariables: 
LET vDateMin = Num(MakeDate(2009,1,1));
LET vDateMax = Floor(MonthEnd(Today())); 
LET vDateToday = Num(Today());  
LET vFiscalStartMonth = 8;

QuarterMap:
mapping load
rowno() as Month,
'Q' &
ceil(rowno()/3) as Quarter
autogenerate 12;

FiscalQuarterMap:
mapping load
rowno() as Month,
'Q' &
ceil(month(addmonths('1/' & rowno() & '/2000',1-$(vFiscalStartMonth)))/3) as Quarter
autogenerate 12;

TempCalendar: 
LOAD
$(vDateMin) + RowNo() - 1 AS DateNumber
Date($(vDateMin) + RowNo() - 1) AS TempDate
AUTOGENERATE
WHILE $(vDateMin)+IterNo()-1<= $(vDateMax)

//Standard or Fiscal Calendar
Calendar: 
LOAD
Date(TempDate) AS CalendarDate

// Standard Date Objects
Day(TempDate) AS CalendarDayOfMonth
WeekDay(TempDate) AS CalendarDayName
Week(TempDate) AS CalendarWeekOfYear
Month(TempDate) AS CalendarMonthName
'Q' &
Ceil(Month(TempDate)/3) AS CalendarQuarter
Year(TempDate) AS CalendarYear

// Fiscal Date Objects
Yearname(TempDate,0,$(vFiscalStartMonth)) as FiscalYear,
If(TempDate >= YearStart('$(vToday)', -2, $(vFiscalStartMonth)), YearName(TempDate,0,$(vFiscalStartMonth))) as FiscalYear3YrHistory,
If(Index(Yearname(TempDate,0,$(vFiscalStartMonth)),'-')>0, subfield(yearname(TempDate,0,$(vFiscalStartMonth)),'-',2), Year(TempDate)) as FiscalBudgetYear,
ApplyMap('FiscalQuarterMap', Month(TempDate)) as FiscalQuarter,
Dual(Month(TempDate),Month(AddMonths(TempDate,1-$(vFiscalStartMonth),0))) as FiscalMonth,
If(TempDate>=yearstart('$(vToday)',-2,$(vFiscalStartMonth)), Dual(Month(TempDate),month(addmonths(TempDate,1-$(vFiscalStartMonth),0)))) as FiscalMonth3YrHistory,
Monthname(TempDate) as RollMonth,
If(TempDate>=Yearstart('$(vToday)',-2,$(vFiscalStartMonth)),monthname(TempDate)) as RollMonth3YrHistory,

//Calendar ID's - used in Set Analysis
(Year(TempDate) -1) * 12 + Num(Month(TempDate)) As CalendarMonthID,
Right(applymap('QuarterMap',month(TempDate)),1) + 75 + (Year(TempDate)) + 6000 As CalendarQuarterID,
(
Year(TempDate)) + 6000 As CalendarYearID,

// Calendar Date Names 
WeekName(TempDate) as CalendarWeekNumberAndYear
MonthName(TempDate) as CalendarMonthAndYear
QuarterName(TempDate) as CalendarQuarterMonthsAndYear

// Start Dates 
DayStart(TempDate) as CalendarDayStart
WeekStart(TempDate) as CalendarWeekStart
MonthStart(TempDate) as CalendarMonthStart
QuarterStart(TempDate) as CalendarQuarterStart
YearStart(TempDate) as CalendarYearStart

// End Dates 
DayEnd(TempDate) as CalendarDayEnd
WeekEnd(TempDate) as CalendarWeekEnd
MonthEnd(TempDate) as CalendarMonthEnd
QuarterEnd(TempDate) as CalendarQuarterEnd
YearEnd(TempDate) as CalendarYearEnd

// Combo Date Examples 
'Q' & Ceil(Month(TempDate)/3) & '/' & Year(TempDate) AS CalendarQuarterAndYear
Year(TempDate) & '/' & 'Q' & Ceil(Month(TempDate)/3) AS CalendarYearAndQuarter
'Wed ' &
DayStart(WeekStart(TempDate) + 3) as CalendarWednesdays

RESIDENT TempCalendar ORDER BY TempDate ASC

DROP TABLE TempCalendar; 

LET vDateMin = Num(MakeDate(2000,1,1)); 
LET vDateMax = Floor(YearEnd(AddMonths(Today(), 12))); 
LET vDateToday = Num(Today()); 

I have attached my results it could be something on the model itself but that is fairly straight forward so I do not think that is the problem.
1 Reply
vipin_mishra479
Creator II
Creator II

if u want to start ur fisical month on april then u use

Yearname(TempDate,0,4) as FiscalYear,

and if u want to start with aug then

Yearname(TempDate,0,8) as FiscalYear,