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Custom Calendars (CX)

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Qtip: This page describes functionality that has been temporarily rolled back. It will be rolled out at a future date.

About Custom Calendars

As a dashboard user, sometimes your data reporting needs to align with specific, custom periods (week, month, quarter, year) set at a company- or institution-level. Custom calendars allow you to specify when time periods start within your dashboard settings, and they can help you set a custom fiscal week, month, quarter, and year.

Example: For example, your financial year may start on July 1, not January 1, and you would like your dashboard to reflect this.
Attention: Note that custom calendars are not project-wide; they will only be available in the dashboard where you created them and in copies of that dashboard.

Creating a Custom Calendar

  1. Click on the Settings icon.Navigating to a specific dashboard, then clicking Settings
  2. Navigate to the Custom Calendar tab.Selecting the Custom Calendar tab in the dashboard settings
  3. Select your desired Start month, Start day of the month, and Start day of the week.Customizing the year and first quarter, month, and week of your custom calendar
  4. Click Save to apply your custom calendar.

Adding a Custom Calendar Dashboard Filter

Once you’ve set up a custom calendar in your dashboard, you can use it to filter your data.

Create a date filter, and change the Date field to the custom date filter you would like to visualize.Filtering with a custom calendar in a dashboard; filter drop down menu with custom week selected for the date filter

When you add a custom filter, you’ll be able to shift the way you visualize your data according to your custom calendar.

Example: In the following example, a custom calendar filter is applied to the dashboard, shifting the time period applied to the page. When this filter is applied, the data matches the custom year specified in the dashboard settings, so the timeframe in the widget starts in February instead of January.
Dashboard filtered by the default date filter; the simple chart widget starts with the month January Dashboard filtered by the custom calendar date filter; the simple chart widget starts with the month February