Oracle Analytics Idea Lab

Welcome to the Oracle Analytics Community: Please complete your User Profile and upload your Profile Picture

Add ability to define Fiscal Calendar in Date hierarchy

Needs Votes
65
Views
4
Comments

In one of the latest releases (at least starting in the November 2025 release), OAC added the date hierarchy dropdowns for subject areas the same way as they were available for data sets. This is going to be very helpful to eliminate some of the need for the all of the columns in the W_DAY_D table, assuming you are like me and started with OBIA. If we were able to add fiscal calendar date fields along with the other hierarchy, that would be huge. We often switch back and forth between calendar year and fiscal year. Also managing the fiscal month order versus the traditional month order will be helpful. Like Oracle, my fiscal calendar starts on June 1. There's no easy way to look at fiscal year reporting. Please give us the ability to establish fiscal start and end dates in the console and have those show up in the workbooks.

Please see comments below for screenshot.

10
10 votes

Needs Votes · Last Updated

Comments

  • Branden Pavol
    Branden Pavol Rank 6 - Analytics & AI Lead
  • Michal Zima
    Michal Zima Rank 7 - Analytics & AI Coach

    @Branden Pavol How you would "automate" different start of Fiscal Year in this scenario ? For "astronomical" calendar (year always beginning 1.1.) , this is crystal clear, but for fiscal period hierarchy you definitely need to maintain your own "calendar" dimension table, which includes your fiscal period specifics and build hierarchy in semantic model on top of this dimension table. Proofed for years and not that much complicated for people, who know Kimball's dimension modelling principles.

  • Branden Pavol
    Branden Pavol Rank 6 - Analytics & AI Lead
    edited Jan 20, 2026 6:25PM

    @Michal Zima I agree that this could be done with a separate fiscal calendar dimension. This is how I'm doing it today. It's also how it's done natively in FDI. My hope is to make it easier. When you have many "dates" in a dataset, you don't want to join to a dimension every time. Having the ability to control the fiscal calendar start date at the console level, or even just at the workbook level, would make it much easier. I understand that this can be done in Tableau easily. In the video below, you can see a few options that Tableau has to offer. I'm hoping OAC can adopt some of these benefits.

    image.png

  • Michal Zima
    Michal Zima Rank 7 - Analytics & AI Coach

    @Branden Pavol Thanks for this Tableau resources. Seems pretty flexible. Although we (as customer) wouldn't use this functionality (our fiscal year is equal to calendar year), I am voting for this idea, could be useful and would help to slightly mitigate the difference in functionality compared to Tableau.