Different Financial Year than the Calendar Year

Avatar

Avatar

cheenee_deleon

Avatar

cheenee_deleon

cheenee_deleon

06-07-2020

I'm creating a dashboard that covers the Financial year 2021 to be July 1, 2020 to June 2021.

 

I have created a report that gets the overall visits for the whole current Financial Year FYTD = (July 1 2020 (rolling yearly) to end of current day (rolling daily). I have set my date duration from Jul 2020-June 2021. 

 

My issue is that since my financial year is not the same as the Calendar year. I cannot set it to always get the first date of the Financial Year

 

For 2020, FYTD custom date duration is from July 1 2019-June 2020. 

Then, when the current date is July 1 2020, The FYTD custom date duration should be from July 1 2020-June 2021. 

Then on July 1, 2021, the FYTD custom date duration should be from July 1 2021 - June 2022. 

 

Is there a way to set this is rolling dates that the Start of Financial year will dynamically change based on the current day and not the current year. 

 

Or is there a way to set the date duration depending on the chosen date duration. So If I set my date duration to Dec 2019-Mar 2020, the custom date for FYTD be set to July 2019-Jun2020?

 

 

 

Accepted Solutions (0)

Answers (1)

Answers (1)

Avatar

Avatar

kainth

Avatar

kainth

kainth

06-07-2020

Hi  @cheenee_deleon 

If you want to change the start date of the financial year to the current day then this is something which you can do using the custom date range & set the Start Date as the start of the current day as shown below.

kainth_0-1594104231391.png

 

For more information on the custom date range, you can refer to the below documentation link.

Link: https://docs.adobe.com/content/help/en/analytics/analyze/analysis-workspace/components/calendar-date...


Also, in case you want to change the calendar dates at the report suite level. You can do that by following the steps mentioned in the below link.

Link: https://docs.adobe.com/content/help/en/analytics/admin/admin-tools/custom-calendar.html

Note: Customizing the calendar changes the way data is processed (i.e. the definition of weekly and monthly unique visitors). When a calendar's definition of weeks and months changes, historical data is not altered.

Hope this helps.

Regards,

Abhinav