Fiscal Calendar

The Fiscal Calendar lets you define custom date periods that replace natural calendar months, quarters, and years in widget calculations. Once a calendar is set up, individual widgets can opt in to use it.

Note

Fiscal Calendar is an admin-only feature. You must have the Admin role (or higher) to create, edit, or delete a company calendar.

How it works

A company calendar contains one or more fiscal years. Each fiscal year has exactly 12 periods, grouped into four quarters (periods 1–3 = Q1, 4–6 = Q2, 7–9 = Q3, 10–12 = Q4).

When a widget has the fiscal calendar enabled, date resolution for its between_dates filters and previous-period comparisons uses your fiscal period boundaries instead of natural calendar boundaries. If a fiscal period is not found for a given date, the widget falls back to the natural calendar.

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Setting up a fiscal calendar

Navigate to Company > Fiscal Calendar in the sidebar.

Create the calendar

If no calendar exists yet, you’ll see a creation form.

1. Enter a name for the calendar (for example, “Fiscal Calendar”)
2. Click Create Calendar

Each company can have one calendar. If a calendar already exists, the form does not appear.

Add fiscal periods

After creating the calendar, you can define periods for any fiscal year.

1. Select a Fiscal Year from the year dropdown (the current year is selected by default; years ranging from five years back to five years ahead are available)
2. For each of the 12 periods, fill in:
   • Period Name — a label like “January”, “P1”, or any name you choose
   • Start Date — the first day of the period
   • End Date — the last day of the period
3. Click Save Periods

Periods are arranged into four quarters in the table. Period 1–3 appear under Q1, 4–6 under Q2, and so on.

Validation rules:

• All 12 periods must have start and end dates before saving
• Each period’s start date must be before its end date
• Periods must not overlap (each period must start after the previous one ends)
• New periods for a fiscal year must not overlap with periods already saved for other fiscal years on this calendar

You can save periods for multiple fiscal years independently. Editing a fiscal year replaces all 12 periods for that year.

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Editing periods

To edit an existing year’s periods:

1. Select the fiscal year from the dropdown
2. The saved periods load into the table automatically
3. Update any names or dates
4. Click Save Periods to replace the existing periods for that year

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Deleting the calendar

Deleting the calendar removes all saved periods and disconnects all widgets from it. Widgets that previously used the fiscal calendar revert to natural calendar behavior.

1. Click Delete Calendar (top right of the calendar card)
2. Confirm deletion in the dialog

This action cannot be undone. You can create a new calendar afterward.

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Using the fiscal calendar in widgets

Once your company has a fiscal calendar, you can enable it per widget in the widget editor.

The Use Fiscal Calendar toggle appears in the widget editor when all of these conditions are true:

• The widget is a data-based widget (not a static, image, button, iFrame, or dynamic string widget)
• The widget has a dataset selected
• The widget has a time-based filter (a between_dates filter or a filter variable of type BETWEEN_DATES)
• The widget has exactly one data layer
• Compare With Previous Period is configured

Location in the editor depends on the widget type:

• Number widgets show the toggle in Widget Settings > Compare
• Other supported widgets show the toggle in Widget Settings > Time & Grouping

When the toggle is on, the widget stores your company’s calendar ID. When the toggle is off (or no calendar exists), the widget uses the natural calendar.

What changes when fiscal calendar is on

Filter unit	Natural calendar behavior	Fiscal calendar behavior
Month	Calendar month (Jan 1 – Jan 31)	Fiscal period containing today, offset by N periods
Quarter	Calendar quarter (Jan–Mar, etc.)	Fiscal quarter (periods 1–3, 4–6, 7–9, or 10–12)
Year	Calendar year (Jan 1 – Dec 31)	Fiscal year (period 1 start through period 12 end)
Week / Day	Unchanged (natural calendar)	Unchanged (fiscal calendar does not affect week or day)

Previous period comparison also uses fiscal boundaries when the toggle is on:

• Previous Period: finds the immediately preceding fiscal span of the same length
• Period Last Year: finds the same period number(s) in the previous fiscal year

If the fiscal calendar has no period defined for the target date, the widget falls back to natural calendar math.

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Frequently asked questions

Can I have more than one calendar?

No. Each company has at most one fiscal calendar.

Can I define different period lengths?

Yes. Periods don’t need to be the same length. A period can span any range of dates as long as it doesn’t overlap with another period.

What happens if I delete a period’s dates?

The form validates that all 12 periods have start and end dates before saving. Partially filled fiscal years cannot be saved.

Does removing the calendar affect existing widget data?

Deleting the calendar removes the calendar configuration and all periods. Widget data is not deleted, but future calculations revert to natural calendar boundaries.

Which widget types support the fiscal calendar?

Any data-based widget that also uses the previous period comparison feature: number, bar chart, and line chart widgets with a single data layer and a time-based filter.