Opp Close Date - Quarters should be in Company Fiscal Year format
Hi,
I have to design report to calculate No of Opp Closed in Current Quarter and Last Quarter both according to Fiscal Year format.
Now, when I see Report 'Opportunity Analysis' for Data Source 'Opportunity Header and Item', Key Figure 'Close Date' has hierarchical date values (Quarter, Year Quarter etc) same as Calender Year.
For Example.
If Close Date = 15 Jan 2014, then system shows Quarter = Q1 and Year Quarter = Q1/2014. Meaning it is same as Calender Year.
Now, Company Fiscal Year starts from previous year Aug to July. So 15 Jan 2014 should be Quarter = Q2 and Year Quarter = Q2/2014.
Similarly, If Close Date = 10 Sept 2013, then system shows Quarter = Q3 and Year Quarter = Q3/2013. Meaning it is same as Calender Year.
Now, Company Fiscal Year starts from previous year Aug to July. So 10 Sept 2013 should be Quarter = Q1 and Year Quarter = Q1/2014.
To achieve Date hierarchical values in Fiscal Year format, Please let me know if I need to do any config OR if I am missing something OR I can achieve in fiscal format by creating new Key Figure.
Alim,
As per my knowledge I did not find any setting where you can change the Calendar Fiscal Year in the system.
But what you are trying to achieve can be done in a different way.
If I understand your requirement right if you have 10 Opportunities in Jan 2014 you should see them as Q2/2014 instead of Q1/2014. What you can do is you can create 4 Restricted Key figures for 4 Fiscal quarters , i.e Aug to Oct -- Q1. Sept to Jan--Q2 , Feb to Apr --Q3 , May to July -- Q4 . Then Hide the original Key figure and make these 4 Key figures available in your report.
So if a user searches for Jan2014 the Key Figure Q2 will have some values not Q1. Try this.
This is a round about solution which might work. Quarterly search is not possible in this case as the system is still assuming Jan2014 as Q1 but not Q2 what you did above is just masking of Q1 as Q2 in your report.
Hope this helps you.
Thanks
Pavan.
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