Financial year
Use the Financial year option when a component needs to be broken down by years and quarters. Follow one of the following procedures to define a custom financial year that differs from the traditional January to December calendar year. For example, you can define a financial year that starts on July 1 and ends on June 30 of the next calendar year.
- In Admin Console, select .
- In the Fixed group, click the Click here to add new Financial year start.
- Add the name, such as FinancialYearStart.
- In the First month list, select the month.
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Select the
Default check box.
You can add multiple entries and set one as the default.
Query
Another option to define the financial year start is to run a query:
- In the Financial year section, in the Query group, select Source from the list.
- Set the Database field to Any.
- Set the Authentication field to Any.
- In the query area under Authentication field, enter the first month of the fiscal year in the format SELECT 'MM/DD/YYYY' FROM <TableName>, where the date and the year are discarded and the month indicates the beginning of the year, and the table name defines the table from the source database.
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Click
Save to apply changes.
When the financial year is set up, all the components show the beginning of the year starting from the specified month. To apply a standard January-December year to a specific component, in the Property Panel, select the Use calendar year property.