Create or extend the application calendar

When you create a new application in PerformancePoint Planning Business Modeler or PerformancePoint Planning Administration Console, you can create the application calendar to match the needs of your company. To learn about the characteristics and options for an application calendar, see About the application calendar.

After a calendar has been created for an application, you can extend the calendar, but you cannot make other changes. Be certain of the calendar characteristics that you use and need, and then create the calendar to match.

What do you want to do?

Create a new calendar

Extend the application calendar

Create a new calendar

  1. In the Workspace Browser pane, click Dimensions.

  2. In the Dimension Tasks pane, click Create the Calendar. The Create an Application Calendar Wizard is displayed.

  3. On the Name the Calendar page, enter a label to provide a unique identifier for the calendar, and then enter a description for this calendar. For information about restrictions for labels, see About names and labels.

    When you are finished, click Next to continue the wizard.

  4. On the Define the Calendar Pattern page, complete the Year-end information.

    1. In the Current year ends box, enter a date or use the calendar control arrow to select a date for the end of the calendar year that you are defining.

    2. Select one of the following options to configure the month and day in your calendar:

      Years always ends on the selected month and day

      If you select this option, configure the month and day that you want to use. Select one of the following options in the Monthly periods box:

      • Correspond to the calendar months to make your new calendar coincide exactly with the calendar months.

      • Follow the pattern to make your new calendar follow one of the available patterns. Then, select the calendar pattern that you want from the list. For information about calendar patterns, see About the application calendar.

      The year end varies

      If you selected The year end varies, select the calendar pattern that you want from the Monthly periods follow this pattern list. For information about calendar patterns, see About the application calendar.

    3. In the Calendar duration box, enter the Number of past years and the Number of future years that you want your calendar to have.

    4. Click Next to continue in the wizard.

  5. The next step of the wizard configures the required weekly time frequency. The options depend on your previous selection for the end of the calendar year. Follow the steps in the procedure that corresponds to the selection.

    Year always ends on the selected month and day

    If you selected this option, take these steps:

    1. On the Define Weeks page, select the day of the week that you want to use as the end of each week from the Weeks end on list. Then, select one of the following options:

      • Select Contain the first occurrence of the selected day of the week of the fiscal year, and then select a day of the week in the list.

      • Select Contain a minimum number of days, and then select a number in the list.

    2. Click Next to open the Select optional frequencies page.

    The year end varies

    If you selected this option, take these steps:

    1. On the Add Extra Weeks (Optional) page, select a period to which you want to add an extra week.

    2. Select the year(s) to which you want to add an extra week.

    3. Click Next to open the Select optional frequencies page.

  6. On the Select Optional Frequencies page, check the additional frequencies that you want included in your calendar. Time frequencies are standard groupings of time, such as a month, a quarter, or a year. After you check the additional frequencies that you want to include, click Next to continue the wizard. .

  7. On the Define Period Naming Conventions page, take these steps:

    1. (Optional) Select a frequency in the Select a frequency to define the naming convention list.

    2. Specify a naming convention by entering a Current Year, Prefix, and Suffix. For example, you might enter a prefix of "FY" for the year 2008 to have your calendar show "FY2008" every time that it shows the calendar year.

    3. Click Next to continue the wizard.

  8. On the Create Calendar Views page, follow this procedure:

    1. In the Available Views area, click Create a view to add a view to the Calendar views box.

    2. (Optional) Click Delete selected view to remove a view from the Calendar views box.

    3. In the Label box, enter a unique label for the new view. See the topic About names and labels for more information about restrictions on calendar view names.

    4. (Optional) In the Description box, enter a description. The description can be up to 512 characters long.

    5. In the Included frequencies box, select the frequencies that you want to include in the new view.

    6. Click Next to continue the wizard.

      To learn more about calendar views, see About the application calendar.

  9. On the Review and Create page, review the information that is displayed. If the new calendar contains any errors, you can click Back to return to the appropriate page to correct it.

    If the new calendar is accurate, click Finish to create the new calendar.

Extend the application calendar

After you create an application calendar, you can extend the calendar by adding years to the calendar duration. No other calendar attributes can be modified.

  1. In the Workspace Browser pane, click Dimensions.

  2. In the Dimension Tasks pane, click Extend the Calendar to start the Extend Application Calendar wizard.

  3. Click Define the Calendar Pattern.

  4. In the Calendar Duration area, in the Number of future years box, enter the number of years that you want to extend the calendar.

  5. Click Next until you reach the Review and Create page, and then click Finish.

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