How-To: Connect a Fiscal Calendar to Certified Datasources

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 that the fiscal calendar datasource referenced in this doc does not already exist by searching for dim_fiscal_calendar within the Data → Sources section in Alli. If it exists, you may still reference this guide to modify the datasource as needed.

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

2.) Navigate to the newly created datasource, and authorize it accordingly.

3.) In Google Sheets, create a fiscal calendar with the following headers:

Optional:
You may include up to 10 additional custom columns if needed.

4.) Populate the fiscal calendar in Google Sheets. Make sure the date column values are unique, and the date range includes both historical and future dates (see fiscal_calendar_2025.csv as an example).

5.) Navigate back to the datasource’s configuration page, and expand the Define your data tab to show the current field list. Make sure they match the headers in your fiscal calendar Google Sheet.

If you added custom columns (step #3):
Make sure to rename the existing custom_dimension_* field(s) in the datasource as necessary and/or delete any unused ones, so the schema matches your fiscal calendar’s headers.

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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