Add Alternate Calendars

Download the TimeStructure Spreadsheet. To add calendars, we recommend that you export the existing Time Structure as a starting point.

Security:

Model Management Access
permission.

Time
permission.

Configure Calendar
permission.

With alternate calendars, you can view data in reports, sheets, and dashboards at time rollups that don't exist in your default calendar. To add alternate calendars, we recommend that you use the export, not the blank template.

If you have a legacy calendar, adding an alternate calendar switches your calendar to a custom calendar.

Open the exported TimeStructure spreadsheet.

Insert a row for each alternate calendar and enter a name and code for the alternate calendar in the 1st and 2nd columns.

Insert the rows between the default calendar row and the first date.

For words to avoid and other guidelines, see Reference: Naming Conventions Best Practices.

Example: Your default calendar is a labor period year and you want to add a calendar year and a fiscal year as the alternate calendars. In the example, regular text indicates existing content from the export. The italicized text indicates new content that you add to the export:

Calendar Name	Calendar Code	Date*	Code*	Label*
Labor Period Year (default)	LBRYR		week	Week
Calendar Year	CALYR
Fiscal Year	FISYR
		12/30/2016	week52	Week 52

For time strata that you want the alternate calendar to share with the default calendar, copy the

Code

and

Label

into the new row you inserted for each alternate calendar.

Alternate calendars and default calendars must share:

The leaf time strata of the default calendar. The leaf time strata is the smallest strata.

The fork strata, or the last common strata between both calendars.

All the strata between the leaf and the fork.

Example: For both alternate calendars, copy the

Code

and

Label

for Week to indicate that the calendars share the Week strata. We removed the

Calendar Code

and

Short Name

columns to simplify the view of the example.

	Code *	Label*	Code*	Label*
Labor Period Year (default)	week	Week	PYear	Pay Year
Calendar Year	week	Week
Fiscal Year	week	Week

Skip all columns after the fork strata and scroll to the end of the default calendar columns.

For each alternate time strata, add these columns in this order:

Code

Label

Short Name

In the alternate calendar rows, enter the time strata code and label for each alternate rollup.

Add alternate rollups in order from smallest to largest.

Example: In the

Label

columns for Calendar Year, enter C-Month
, C-Quarter
, and C-Year
after Pay Year
. For Fiscal Year, enter F-Month
, F-Quarter
, and F-Year
after C-Year
. In the example, we display only the

Label

columns to simplify the view of the example. In reality, you have to enter codes in the

Code

columns, too. You have to include a column for

Short Name

, but you can leave the cells blanks. :

	Label*	Label*	Label*	Label	Label	Label	Label	Label	Label
Labor Period Year (default)	Week	Pay Period	Pay Year
Calendar Year	Week			C-Month	C-Quarter	C-Year
Fiscal Year	Week			Month			F-Month	F-Quarter	F-Year

Map an alternate rollup code and label to each date.

Smaller strata must not span across 2 rollups. Example: Every row with W1-17 must map to the same month. Every row with Jan-2017 must map to the same quarter, and so on.

Example: Map the dates in December 2016 and January 2017 to the Calendar Year rollups and the Fiscal Year rollups. For the Fiscal Year, the first quarter starts in February. We display only the

Label

columns to simplify the view of the example.

	Date*	Label*	Label*	Label*	Label	Label	Label	Label	Label	Label
Labor Period Year (default)		Week	Pay Period	Pay Year
Calendar Year		Week			C-Month	C-Quarter	C-Year
Fiscal Year					Month			F-Month	F-Quarter	F-Year
	12/31/16	W53-16	P24-16	PY2016	Dec-2016	Q4-CY16	CY-2016	Dec-2016	Q4-FY16	FY-2016
	1/1/17	W1-17	P25-16	PY2016	Jan-2017	Q1-CY17	CY-2017	Jan-2017	Q4-FY16	FY-2016
	1/2/17	W1-17	P25-16	PY2016	Jan-2017	Q1-CY17	CY-2017	Jan-2017	Q4-FY16	FY-2016

Import the TimeStructure Spreadsheet.

The alternate calendars display in the

Calendar

drop-down prompts throughout the model. The

Strata Rollup

banner at the bottom of the

Time

admin page, displays time units with indications of the default unit and the fork unit.