How-To: Integrate Fiscal Calendars for Reporting

Overview

Use this guide to create a custom fiscal calendar and connect it to Certified Datasources, so your reports can reflect fiscal periods instead of standard calendar dates.

Instructions

Before proceeding:
Verify whether the fiscal calendar source already exists by searching for dim_fiscal_calendar within the Data → Sources section in Alli. If it exists, you can still reference this guide to modify the data source as needed. Otherwise, follow the steps below to create a new one.

1.) Run the ADL 2.0 - Onboard Platform app with PLATFORM = Fiscal Calendar selected. This creates a manual upload-style datasource named dim_fiscal_calendar.

2.) Navigate to the newly created datasource, and review fields listed in the Define your data tab. Reference the following table for details:

Optional
You may include additional custom columns if needed. All additional column headers must use snake_case formatting (e.g., week_start_date )

3.) Create a CSV file with matching headers from the datasource. For convenience, you may download dim_fiscal_calendar.csv and use it as a template.

If custom columns were added to the datasource, make sure to include the same columns to the CSV file.

4.) Populate the fiscal calendar data in a CSV file. Make sure the date column values are unique and not null, and the date range includes both historical and future dates.

5.) Under Load Data section, choose the fiscal calendar CSV file and upload the file.

6.) Run the ADL 2.0 - Refresh app with DEPLOYMENT = True to add your new fiscal calendar data to your existing Certified Datasources/reports.

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