Rockwell Automation 9307 FactoryTalk EnergyMetrix - Manual (Page 300)

FactoryTalk EnergyMetrix Software
300
Fiscal Calendars
Fiscal calendars allow users to configure and utilize custom reporting periods based on a
fiscal calendar rather than a natural calendar. A fiscal year is defined by specifying the
start month, day, and the type of calendar. Fiscal calendars include a Natural type, which
uses the same months as a natural calendar but a different start month, and three types
based on repeating patterns of weeks within fiscal quarters. The three week patterns are 4-
4-5, 4-5-4, and 5-4-4. To keep a week pattern based fiscal calendar synchronized with the
natural calendar, a leap month of 5 weeks is required every few years. The fiscal calendar
configuration allows you to assign a specific leap month to a leap year when needed.
Fiscal Calendar Objects and Controls
Enable / disable Fiscal Calendar Functionality
The Configuration page in the System tab includes enable/disable radio buttons. Fiscal
calendars are disabled by default. When first enabled, fiscal calendar related objects are
available the next time a user logs in.
Configuration
The Fiscal Calendar link in the System tab provides controls for configuring, viewing and
editing fiscal calendars.
Fiscal Trend and Calendar Trend Views
With fiscal calendar functionality enabled, Trend and Calendar trend displays trends on a
fiscal calendar basis. Fiscal Calendars are not supported in ChartsPlus charts.
Report Period Selection
If fiscal calendar functionality is enabled, fiscal periods appear in the predefined
report periods pull-down menu along with natural calendar periods.
 Natural Calendar
 Yesterday
 Today
 Last Week
 Previous Month
 Month to Date
 Previous Year
 Year to Date
 Fiscal calendar
 Fiscal Month to Date
 Previous Fiscal Month
 Second Previous Fiscal Month
 Fiscal Quarter to Date
 Previous Fiscal Quarter
 Second Previous Fiscal Quarter
 Fiscal Year to Date
 Previous Fiscal Year (FY2008)