Fiscal calendar and definition approval

Two organization settings on the Customize page change how Querri counts time and how it tracks changes to your definitions: the Fiscal calendar and Definition approval. They sit below the instruction boxes covered in Context settings.

Who can see this: people whose role includes the AI context settings permission (admins have it). Anyone else gets a “not authorized” message instead of the page. What you set here applies to everyone in your organization.

Fiscal calendar

“How your organization counts quarters, years and weeks.” If your year doesn’t start in January, or your periods are weeks rather than months, set it here once and Querri uses it everywhere.

Setting	Choices
Fiscal year starts in	Any month. January means your fiscal year is the calendar year.
Fiscal periods	Calendar months, 4-4-5 weeks, 4-5-4 weeks or 5-4-4 weeks
Weeks start on	Any day of the week. Monday by default.

Below the menus, a sentence describes the calendar you’ve picked, so you can check it before you save.

Calendar months

With Calendar months, the fiscal year starts on the 1st of the start month and each fiscal quarter is three calendar months counted from it. With a February start, Q1 is February to April and Q2 is May to July.

Week patterns

With a week pattern, the fiscal year is made of whole weeks, and each quarter is 13 weeks split into periods of 4, 4 and 5 weeks (or 4-5-4, or 5-4-4).

The year ends on the last day of the week (the day before Weeks start on) in the month before your start month. So with a February start and weeks starting on Sunday, every fiscal year ends on the last Saturday of January and begins near February 1.

Most years are 52 weeks. Some are 53: the extra week is added to the year’s last period, so a 4-4-5 year’s last quarter becomes 4-4-6.

Last weekday of the month, not nearest

Querri ends the year on the last such weekday of the month. Some retailers use the weekday nearest the month end instead. If yours does, both land on the same weekday, but in some years your year ends one week later than Querri’s.

What uses it

• Date filters. Date filter presets follow the fiscal calendar. Once a fiscal year is set, they read Fiscal quarter to date, Last fiscal quarter, Fiscal year to date and Last fiscal year.
• Weeks. This week and Last week start on your Weeks start on day, even with no fiscal year set.
• KPIs. A KPI can be measured by fiscal period, fiscal quarter or fiscal year. Querri checks that every value lines up with your fiscal periods. A Blueprint KPI measured by fiscal quarter, such as the FP&A Blueprint’s Revenue (fiscal quarter), installs as Partially built until a fiscal year is set here. Set it, then retry the installation.
• The AI. When a question says “quarter” or “year” without saying calendar, the AI reads it as your fiscal quarter or year.

Leaving the settings at January, Calendar months and Monday means no fiscal calendar: everything counts by calendar quarters and years, as before.

Definition approval

Require approval for definition changes marks changes to view and metric definitions until someone checks them. When it’s on, a change to a definition is labelled Pending approval until someone other than its author approves it, and approvers are notified in their Inbox. Rules on the Facts & Rules tab aren’t covered.

Approval labels a change. It doesn’t hold it back.

“Changes still take effect immediately.” A pending change is already the definition in use, and numbers already reflect it. Approval records that a second person checked it.

See Definition versions and approval for who can approve, how to compare versions and how to restore an earlier one.

Saving

Save Settings saves these settings together with the instruction boxes and import settings on the same page. Ctrl+S (Cmd+S on a Mac) does the same. Saved changes are recorded in Settings history.

Related

• Context settings
• Definition versions and approval
• Work with dates
• KPIs
• Blueprints