You can customize your fiscal calendar to start in month other than January.

By default, the application’s fiscal calendar begins in January. If your company’s calendar year starts in another month, setting a fiscal calendar quarter makes the ThoughtSpot date searches reflect your fiscal year.

Date formulas with the fiscal option specified will also reflect the fiscal year you set here.

When you set a custom fiscal calendar year, you will designate the month on which your company’s fiscal year begins. All the date language will then reflect your change, so if someone searches for this quarter or q3, the answer will conform to the fiscal quarter in use. When you make this change, existing pinboards also change to reflect the custom fiscal calendar. Because of this, if you make this change after your users have been using ThoughtSpot for any period of time, you should alert them of the change you will be making and how it affects previous saved searches.

Setting up a custom calendar

Before you create your custom calendar, you must enable the custom calendar feature for your ThoughtSpot cluster.

Enabling the custom calendar feature

To enable the custom calendar feature for your cluster, do the following:

  1. SSH into your ThoughtSpot cluster as admin.

  2. Run the following command: tscli --adv service add-javaopt tomcat.tomcat D orion.customCalendarConfig.enabled true

Creating a custom calendar

To create your custom calendar, do the following:

  1. Create your calendar as a table using the following required columns:
    day_of_week
    month
    quarter
    year
    day_number_of_week
    week_number_of_month
    week_number_of_quarter
    week_number_of_year
    is_weekday
    

    Example calendar with the fiscal year beginning on April 1:

  2. Save your calendar as a .csv file.

    Example: my-calendar.csv

  3. SSH as admin into the cluster where you want to install your custom calendar.

    Example: ssh [email protected]<hostname_or_IP>

  4. Upload your .csv file to the home/admin directory.

  5. Add the new custom calendar to your cluster, by running the following command: tscli calendar create --file_path <file path of csv> --name <calendar name> --username <username>

    Example: tscli calendar create --file_path /home/admin/my_calendar.csv --name my_calendar --username admin

(Optional) Setting a custom calendar as the default calendar for a cluster

To set your custom calendar as the default calendar for your cluster, do the following:

  1. SSH into your ThoughtSpot cluster as admin.

  2. Run the following command: tscli service add-javaopt tomcat.tomcat D orion.customCalendarConfig.defaultClusterCalendar <calendar_name>

    Example: tscli service add-javaopt tomcat.tomcat D orion.customCalendarConfig.defaultClusterCalendar my_calendar

Using a custom calendar

To use a custom calendar, do the following:

  1. Sign in to your ThoughtSpot cluster and click DATA.

  2. On the DATA page, click the name of a worksheet, table or view.

  3. Under COLUMN NAME, find a column where you want to use your custom calendar and scroll right until you see the CALENDAR TYPE column.

  4. In the CALENDAR TYPE column for the column you chose, double-click the existing calendar name, and then select your custom calendar.

  5. Click Save Changes.