Create a business calendar group

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read
  • 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

    1. Navigate to All > Business calendars > Business calendar group.
    2. Select New.
    3. Name the group and save it.
      The Business calendars related list appears.
    4. In the Business calendars related list, select Edit.
    5. 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.
    6. 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
    The business calendar group record for the Gregorian calendar, showing the component business calendars
    Each business calendar record also shows which groups it belongs to.
    Figure 2. The 'Week' business calendar
    Business calendar record showing which business calendar groups it is in