For Performance Analytics and Reporting to use business calendars,
organize several calendars into a business calendar group. An application might also contain
a business calendar group.
Before you begin
Role required: admin
About this task
You can base a Performance Analytics indicator or a report on business calendars
instead of the standard calendar. The business calendars themselves are too granular in
scale, and have to be grouped. The report or indicator then uses that group. Work with
your Performance Analytics team to design the business calendar groups.
Note:
Fiscal
calendars are also supported. When you generate a fiscal calendar, a corresponding
business calendar group is also generated automatically.
Procedure
Navigate to All > Business calendars > Business calendar group.
Select New.
Name the group and save it.
The Business calendars related list
appears.
In the Business calendars related list, select
Edit.
Choose from existing business calendars to add to the group.
You can also create a new business calendar from this list.
Important:
Do not select business calendars that cover a period
shorter than a 24-hour day for use with Performance Analytics indicators. Performance Analytics does not store times, only dates. If only reports will use
the group, you can select a shorter period.
Select Update when finished.
Gregorian calendar group
The Gregorian Calendar group comes with the base system. It
includes the Week, Month, Quarter, and Year business calendars, which also come with
the base system.Figure 1. Gregorian Calendar group
Each business calendar record also shows which groups it belongs to.Figure 2. The 'Week' business calendar