--- schema_version: "1" id: 29363ad9f75daf840e4effd41830a073315acc7d3332ee784cf56a0c73072c74 title: Date Formats and Fiscal Dates for Source Data collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_integrate_date_formats_and_fiscal_dates.md canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_integrate_date_formats_and_fiscal_dates.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 8a91ef7afefe1d211dc04d6a9fe3a1e084714502c21de70d70a2ca10915d551e description: You can set metadata attributes to control how dates are loaded into CRM Analytics and to enable CRM Analytics to generate fiscal date columns. products: - CRM Analytics - Cross Cloud release: "264" --- # Date Formats and Fiscal Dates for Source Data You can set metadata attributes to control how dates are loaded into CRM Analytics and to enable CRM Analytics to generate fiscal date columns. You set the metadata attributes in the [sfdcDigest transformation parameters](https://help.salesforce.com/s/articleView?id=analytics.bi_integrate_salesforce_extract_transformation_operation.htm&release=264.0.0&type=5 "When you define an sfdcDigest transformation, you set the action attribute to sfdcDigest and specify the parameters for the object and fields that you want to extract. Optionally, you can also specify parameters to filter the records extracted from the Salesforce object.") for Salesforce data or in the [metadata file](https://developer.salesforce.com/docs/analytics/bi-dev-guide-ext-data/guide/bi-ext-data-schema-reference.html) for external CSV data. Remember these tips when setting the metadata attributes for date columns: - You can’t configure dates that are obtained from external data via connectors. - Before loading dates from an external data file, confirm that the date format meets the requirements specified [here](https://developer.salesforce.com/docs/analytics/bi-dev-guide-ext-data/guide/bi-ext-data-schema-reference.html). - Confirm that the column names in the external data file don’t conflict with the generated date column names. For example, if you load a CSV with the column `Create_Date`, CRM Analytics generates the `Create_Date_Year` column in the dataset. If the CSV also has a column named `Create_Date_Year`, CRM Analytics throws an error. ## Fiscal Periods in CRM Analytics If the calendar and fiscal year differ, you can enable CRM Analytics to generate the fiscal date columns in the dataset, in addition to calendar date columns. To enable CRM Analytics to generate fiscal date columns, set the `fiscalMonthOffset` attribute to a value other than 0. Set this attribute for each date column that you want to generate fiscal date columns for. If you set the offset to 0 or you don’t specify a value, CRM Analytics doesn’t generate any fiscal date columns. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/images/icon_note.png) Note - Check out [Inherit Custom Fiscal Years from Salesforce](https://help.salesforce.com/s/articleView?id=analytics.bi_integrate_custom_fiscal_year.htm&type=5&language=en_US) to learn how CRM Analytics can apply your Salesforce org’s custom fiscal calendar settings automatically. - Check out [Data Prep Date Configuration](https://help.salesforce.com/s/articleView?id=analytics.bi_integrate_dataprep_dateconfiguration.htm&type=5&language=en_US) to learn how you can define a fiscal year for only your Data Prep data in CRM Analytics. Additionally, to configure the fiscal periods, set these metadata attributes for each date column. - `fiscalMonthOffset` In addition to enabling fiscal date columns, this attribute also determines the first month of the fiscal year. Specify the difference between the first month of the fiscal year and the first month of the calendar year (January) in `fiscalMonthOffset`. For example, if your fiscal year begins in April, set `fiscalMonthOffset` to 3. - `isYearEndFiscalYear` Because the fiscal year can start in one calendar year and end in another, you must specify which year to use for the fiscal year. The `isYearEndFiscalYear` attribute indicates whether the fiscal year is the year in which the fiscal year ends or begins. For example, if `isYearEndFiscalYear` = true or you don’t specify this attribute, then the fiscal year is the year in which the fiscal year ends. As shown in this diagram, any dates between 4/1/2015 and 3/31/2016 are part of the fiscal year 2016 because the fiscal year ends in 2016. ![The fiscal year ends on March 31 in calendar year 2016.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_integrate_calendar_2016_fiscal_year.png) If `isYearEndFiscalYear` = false, then the fiscal year is the year in which the fiscal year begins. As shown in this diagram, any dates between 4/1/2015 and 3/31/2016 are part of the fiscal year 2015 because the fiscal year begins in 2015. ![The fiscal year begins on April 1 in calendar year 2015.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_integrate_calendar_2015_fiscal_year.png) ## Week Numbering in CRM Analytics For each date loaded into a dataset, CRM Analytics generates the corresponding week number for the calendar year and, if applicable, fiscal year. Similar to the SOQL function `WEEK_IN_YEAR`, week 1 in CRM Analytics is January 1–7. (This is different from the UTC `week()` calculation.) If needed, you can configure the week to start on a particular day of the week by setting the `firstDayOfWeek` attribute. For example, if January 1 is a Saturday and you configure the week to start on a Monday, then week 1 is January 1–2. Week 2 starts on Monday, January 3. Week 3 starts January 10, the following Monday. Notice that week 1 can be a short week to ensure that the subsequent weeks start on the specified day of the week. - **[Data Prep Date Configuration](https://help.salesforce.com/s/articleView?id=analytics.bi_integrate_dataprep_dateconfiguration.htm&release=264.0.0&type=5)** Use Data Prep’s date configuration to analyze your CRM Analytics data according to a custom year. Date configurations are automatically applied to Data Prep recipe data. Date configurations are ideal for orgs that want to analyze by a custom week start, or by a fiscal year without manually configuring the fiscal month offset or applying a fiscal year to the entire org.