---
schema_version: "1"
id: b02d2e321c32c154b6f1091242dc29ae3633773b5ac4289dfe5a4e11306d76b7
title: Inherit Custom Fiscal Years from Salesforce
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_integrate_custom_fiscal_year.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_integrate_custom_fiscal_year.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 6e1c00d9e1f63a99d7aa0025e3ededa076d3a5bed28d1aa47266adabc0e68b8e
description: If your company uses a custom fiscal year, and has defined the custom fiscal year in Salesforce, then CRM Analytics can inherit the custom fiscal year definition from Salesforce. Once inherited, the custom fiscal year is available for use throughout CRM Analytics. For example, a dashboard filter can return opportunities from this fiscal quarter.
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# Inherit Custom Fiscal Years from Salesforce

If your company uses a custom fiscal year, and has defined the custom fiscal year in Salesforce, then CRM Analytics can inherit the custom fiscal year definition from Salesforce. Once inherited, the custom fiscal year is available for use throughout CRM Analytics. For example, a dashboard filter can return opportunities from this fiscal quarter.

Before inheriting a custom fiscal year from Salesforce, you must define one in Salesforce Setup. If you have already defined one or more custom fiscal years in Salesforce, then you are ready for CRM Analytics to inherit custom fiscal years.

To learn how to define a custom fiscal year in Salesforce, see [Define your Fiscal Year](https://help.salesforce.com/articleView?id=admin_about_cfy.htm&language=en_US).

To learn how to turn on custom fiscal year inheritance for CRM Analytics, see

[Enable Custom Fiscal Year Support](https://help.salesforce.com/s/articleView?id=analytics.bi_setup_inherit_custom_fiscal_year.htm&type=5&language=en_US).

To learn about the new fields CRM Analytics generates for each date field, see [Handle Date Values](https://help.salesforce.com/s/articleView?id=analytics.bi_integrate_date_generation.htm&release=264.0.0&type=5 "When CRM Analytics loads dates into a dataset, it breaks up each date into multiple columns, such as day, week, month, quarter, and year, based on the calendar year. For example, if you extract dates from a CreateDate column, CRM Analytics generates columns such as CreateDate_Day and CreateDate_Week. If your fiscal year differs from the calendar year, you can enable CRM Analytics to generate fiscal date columns as well.").

- **[Custom Fiscal Years Inheritance Troubleshooting and Considerations](https://help.salesforce.com/s/articleView?id=analytics.bi_integrate_custom_fiscal_year_considerations.htm&release=264.0.0&type=5)**  
    When you inherit custom fiscal year settings from Salesforce to CRM Analytics, use these tips for troubleshooting and keep these considerations in mind.