Salesforce Docs Portal

Enable Custom Fiscal Year Support

To inherit custom fiscal years in CRM Analytics, first enable the setup option for your org.

Required Editions

Available in Salesforce Classic and Lightning Experience.
Available with CRM Analytics, which is available for an extra cost in Enterprise, Performance, and Unlimited Editions. Also available in Developer Edition.
  1. From Setup, enter Analytics in the Quick Find box, then select Settings.
  2. Select Inherit the custom fiscal year defined in Salesforce Setup, and then click Save.
    When selected, CRM Analytics displays fiscal date values and filters based on the custom fiscal year defined in Salesforce Setup. When unselected, CRM Analytics bases date values and filters on a standard fiscal year.
  3. Choose which date to base fiscal year on.
    1. End Date—If your fiscal year starts in April 2020 and ends in March 2021, your fiscal year is 2021.
    2. Start Date—If your fiscal year starts in April 2020 and ends in March 2021, your fiscal year is 2020.
  4. Click Save.

CRM Analytics inherits the custom fiscal years defined in Salesforce. Custom fiscal year data and functionality, including fields suffixed _Fiscal, becomes available on a per-dataset basis after each dataset’s dataflow runs. After inheriting custom fiscal years, users can work with fiscal data in SAQL queries and new fiscal filter and group options appear in Dashboards, like “Fiscal Year” and “Fiscal Quarter”.