Upload a Business Calendar

Add custom business calendars so teams can analyze data against their specific fiscal, retail, or operational timelines.

Overview

The Gregorian calendar is Visier's default calendar. This defines one year as 365 days over 12 months with a leap year every four years. A business calendar represents your organization's definition of a year. You can upload multiple calendars, such as fiscal years, retail schedules, and release cycles, to support different business timelines across your organization. For example, use the Gregorian calendar to view annual turnover trends, or upload your fiscal calendar to compare headcount costs against quarterly financial plans.

Visier supports many calendar types, such as 13-month calendars, 4-4-5 calendars, and 52-53 week calendars.

Create a business calendar

To set up your business calendar, prepare a CSV file with your calendar details. For more information about the required columns, what to include, and how to format the CSV file, see Business Calendar Requirements. Do not change the CSV file's column headers because they validate against the expected schema.

You can also download a reference list of required columns and definitions from Studio. This file is for reference only and is not a template that you can populate with data.

1. In a project, on the navigation bar, click Data > Business Calendars.
2. Click Download Schema.

Upload a business calendar

Once your business calendar file is ready, you can upload it in a project. Business calendars are loaded after a new data version is generated.

1. In a project, on the navigation bar, click Data > Business Calendars.
2. Click New Calendar.
3. In the New business calendar dialog, enter a display name for your calendar.
4. Click Browse.
5. Select the business calendar you created.
6. Click Create.
7. Generate a data version to load the business calendar. For more information, see Run a Job.

Manage business calendars

After you upload a calendar file and generate a new data version, click Data > Business Calendars on the navigation bar to manage your calendars in any of the following ways:

Set a default calendar

Change the default calendar to control which calendar is automatically selected for ad hoc analysis in the Solution. Additionally, changing your default calendar may change how data is processed. For example, business rules will use the new default calendar to transform data.

1. Select a calendar from the list to set as the default calendar.
2. Generate a data version to ensure data is updated. For more information, see Run a Job.

Support for multiple calendars is limited in some workflows. Review the following guidelines to understand where calendar selection is restricted or where using multiple calendars isn't recommended:

• Vee: The default calendar is used to analyze data. The default calendar must be selected for Vee to explain a visualization or an analysis.
• Vee Boards: Vee Boards can generate AI explanations for charts that use a non-default calendar. However, Vee Boards isn't calendar-aware—it generates its summary based on the underlying data only, without accounting for calendar differences.
• Planning: Plans can only use the default calendar.

Set calendar visibility

Make the calendar available to users in the Solution. The Gregorian calendar cannot be deleted from Studio; however you can disable it to hide it in the Solution.

• To make the calendar available in the Solution, turn on the toggle in the Enabled column.

Replace a calendar

To add future dates to your current business calendar, you can download your current calendar file, add future dates, and replace it.

1. Select the calendar you want to replace.
2. In the Uploaded file tab, click Replace > Browse.
3. Select the new CSV file.
4. Click Upload File.
5. Generate a data version to ensure data is updated. For more information, see Run a Job.

Change a calendar's display name

A calendar's display name will appear in time selection tools like the Time picker. Provide a clear, concise display name.

1. Select the calendar.
2. In the Basic Information tab, change your calendar's display name.