View source for Using Fiscal Years and Weeks for OnePager for Version 8.0

==Overview==

Illustrations used in this article are from OnePager Pro using data from Microsoft Project but the features function, controls, and manual edits apply equally to other OnePager editions that import from data sources like Microsoft Excel, Microsoft Planner, Smartsheet, Oracle Primavera P6, Planisware Enterprise, Asana, and Wrike.

===Template Properties and Chart Properties Form Time Axis Tabs===

One Pager supports '''date labeling''' in both '''calendar year '''and '''fiscal year '''formats.  '''Fiscal year''' formats are available for '''date labeling''' in each of the three '''Time Axis Levels''' and their '''Cells'''.  In OnePager the controls for the '''Time Axis''' are  consolidated in their own '''Template Properties''' form and '''Chart Properties''' form tabs.  Although consolidated, there are two sub-tabs in the '''Time Axis '''tab for both the '''Template Properties''' form and '''Chart Properties '''forms that have settings related to '''Fiscal Year '''appearance in '''Time Axis Levels'''.

====Calendar Sub-Tab Fiscal Year Controls====

The '''Calendar '''sub-tab’s '''Calendar Settings '''group has two controls related to '''Fiscal year '''as shown below:  

<center>[[File:P80-22_2_1-80-(1)-01202025.png]]</center>
<!--<center>P80-22_2_1-80-(1)-01202025.png</center>-->

Use the '''First month of fiscal year''' to set the beginning month of your '''fiscal year''' period using the 12 month dropdown shown above.  Checking the '''Use starting year for FY numbering''' checkbox '''ON''' establishes the '''starting year number''' as the name of the '''fiscal year''' shown in '''Time Axis Level Cells'''.  Leaving this checkbox unchecked '''OFF''' specifies that the '''ending year number''' is to be used as the name of the '''fiscal year''' shown in '''Time Axis Level Cells'''.

====Top, Middle, and Bottom Level Time Axis Sub-Tab Fiscal Year Controls====

The '''Top''', '''Middle''', and ''' Bottom '''sub-tabs in the '''Time Axis '''tab also have two controls related to setting '''Fiscal year date formats''' as shown here for the '''Middle''' sub-tab:

<center>[[File:P80-22_2_1-80-(2-1)-12192024.png]]</center>
<!--<center>P80-22_2_1-80-(2-1)-12192024.png</center>-->

The two controls shown above are in each of the three '''Time Axis Level '''sub-tabs.  When the '''Use fiscal year''' checkbox is checked '''ON''', the adjacent '''Label format '''list contains '''fiscal year''' '''date formats''' you can select to populate that '''Time Axis Level’s Cells'''.

===Task Bar and Milestone Symbol Fiscal Year Date Decorations===

Additionally, you have the option to '''show fiscal year date labels''' on task bars and milestone symbols when you select to include '''dates''' as part of task bar/milestone symbol's '''decorations''' such as '''Date labels''', '''Baselines''', '''Deadlines''', and '''Endpoints''' (4 in total). 

The '''Template Properties form''' and '''Chart Properties '''form both have '''Task Bars''' and '''Milestones '''tabs each with a '''Task Bars '''or '''Milestone Symbols Decorations '''control group as shown below for the '''Chart Properties '''form’s '''Task Bars''' tab:

<center>[[File:P71-22_2_1-71-(3)-12202021.png]]</center>
<!--<center>P71-22_2_1-71-(3)-12202021.png</center>-->

The '''Milestone '''tab differs from the '''Task Bars '''tab in that the '''Milestone '''tab does not have a '''Critical Path Properties''' or '''Endpoint Properties '''set of controls in its '''Milestone Symbols Decorations''' control group.  Within the four sets of controls shown highlighted above are checkboxes for turning the features '''ON '''and '''OFF''' and buttons for accessing their respective '''Set … properties''' forms which contain the controls for setting '''fiscal year date formats''' for the specific task bar/milestone symbol '''decoration'''.  

For more information on the operation of '''fiscal year date format '''controls, please see this section in the article at:  

<center>
{| class="wikitable"
| [[Using Fiscal Years and Weeks for OnePager for Version 8.0#About Fiscal Years and Weeks | About Fiscal Years and Weeks]] <!--22.2.1-80-->
|}
</center>

For more information on the controls in the '''Template Properties '''and '''Chart Properties '''form’s '''Task Bars''' and '''Milestones '''tab, please see the articles in the list below:

<center>
{| class="wikitable" 
| [[Task Bars Tab for Version 8.0 | Task Bars Tab]] <!--21.3.1-80-->
|-
| [[Milestones Tab for Version 8.0 | Milestones Tab]] <!--21.5.1-80-->
|}
</center>

==Fiscal Year Configuration of Time Axis Levels==

As mentioned above, the controls for '''globally''' '''editing''' the '''fiscal year date format''' configuration of the three OnePager '''Time Axis Levels''' are in the '''Template Properties''' form and '''Chart Properties '''form '''Time Axis '''tab’s '''Calendar''' sub-tab and the three '''Level '''sub-tabs ('''Top''', '''Middle''', and '''Bottom''').  The '''Chart Properties '''form for these tabs and sub-tabs is shown above.

There are two steps required to change the '''default calendar year date format '''settings in the three '''Time Axis Levels '''to '''fiscal year date formats'''.  First, select the '''First month of the fiscal year''' using the dropdown selection control in the '''Calendar Settings '''sub-group of the '''Calendar '''sub-tab of the '''Time Axis '''tab.  Then, decide if the '''fiscal year date format''' for the '''year''' should name the '''starting year''' or '''ending year '''in the appropriate '''Time Axis Level Cell’s date format''':

<center>[[File:P70-22_2_1-70-(4)-10292020.png]]</center>
<!--<center>P70-22_2_1-70-(4)-10292020.png</center>-->

The second step is to go to the first '''Time Axis Level '''and set the '''Use fiscal year '''checkbox to '''ON''' and select the desired '''fiscal year date format '''from the '''Label format''' dropdown:

<center>[[File:P80-22_2_1-80-(5-1)-12192024.png]]</center>
<!--<center>P80-22_2_1-80-(5-1)-12192024.png</center>-->

Repeat the above step for the '''Middle Time Axis Level '''and '''Bottom Time Axis Level''' where appropriate and the resulting '''Time Axis''' in the chart reflects the '''fiscal year date format '''settings as shown in the example below:

<center>[[File:P70-22_2_1-70-(6)-10292020.png]]</center>
<!--<center>P70-22_2_1-70-(6)-10292020.png</center>-->

For comparative purposes, if you go back to the '''Calendar '''sub-tab and check the '''Use starting year for fiscal year numbering '''checkbox to '''ON''', the '''Top Time Axis Level date label '''changes to that shown below:

<center>[[File:P70-22_2_1-70-(7)-10292020.png]]</center>
<!--<center>P70-22_2_1-70-(7)-10292020.png</center>-->

In the above illustration the '''Top Time Axis Level’s date format''' shows the '''starting year''' for the '''year date format'''.  The '''Middle''' and '''Bottom Time Axis Level date formats '''are unchanged and the '''Use fiscal year''' checkbox in each of these two '''Time Axis Levels '''remains checked '''ON'''.  If we revert the '''year numbering '''of the '''Top Time Axis Level '''to '''ending year '''and go to the '''Middle Time Axis Level '''and uncheck the '''Use fiscal year '''checkbox to '''OFF''', the '''Time Axis '''looks like this as annotated below:

<center>[[File:P80-22_2_1-80-(8-1)-12192024.png]]</center>
<!--<center>P80-22_2_1-80-(8-1)-12192024.png</center>-->

Although there are no OnePager provided '''Fiscal Year date format types''' for '''Months, Weeks''', etc., you have the capability to create your own using the '''Custom Date Format '''feature.  Below is an illustration shown where you can access the '''Custom Date Format '''feature from the '''Chart Properties '''form:

<center>[[File:P80-22_2_1-80-(9-1)-12192024.png]]</center>
<!--<center>P80-22_2_1-80-(9-1)-12192024.png</center>-->

For more information on the '''Custom Date Format '''feature, please see the article at:  

<center>
{| class="wikitable"
| [[The Custom Date Format Feature for OnePager for Version 8.0 | The Custom Date Format Feature]] <!--22.5.1-80-->
|}
</center>

==Fiscal Year Configuration in the Chart==

The previous section above described the configuration of '''fiscal year date formats '''for '''Time Axis Levels'''.  This section covers the configuration of '''date formats '''in the '''graph''' where it is desired to represent '''fiscal years '''versus '''calendar years''' in '''dates '''associated with '''decorations '''on task bars and milestone symbols.  '''Date labels''' are represented in a standard way for any task bars/milestone symbols or decoration that have a '''date''' association in the chart.  These include:

* Task Bars/Milestone Symbols '''start and finish dates'''
* Baseline '''start and finish dates'''
* Deadline '''date'''
* Endpoint (4 in total) '''date'''

For all but '''Time Axis Levels''', you have the capability to specify the '''position of dates''' with respect to the task bar, milestone symbol, or decoration and their '''date font properties'''.  Task bars/milestone symbols and their associated decorations ('''baselines''', '''deadlines''', and '''endpoints''') have their '''date label characteristics''' specified globally by following these steps.  Access the '''Chart Properties''' clicking the button on the OnePager '''Home''' ribbon tool bar tab.  This accesses the '''Chart Properties '''form where you can select either the '''Task bars''' tab or the '''Milestones''' tab to gain access to the appropriate '''decorations''' group of the form as shown below:

<center>[[File:P71-22_2_1-71-(3)-12202021.png]]</center>
<!--<center>P71-22_2_1-71-(3)-12202021.png</center>-->

When any''' decoration''' checkbox is checked '''ON''', the associated '''Properties''' buttons to the right is '''enabled '''so you can access the respective '''Set … properties''' forms as with the example for '''Date Label properties''' below:

<center>[[File:P70-22_2_1-70-(11)-10292020.png]]</center>
<!--<center>P70-22_2_1-70-(11)-10292020.png</center>-->

The form above shows typical '''date''' control groups for a typical '''Set … properties''' form.  Choosing to show the '''dates''', the '''positioning of dates''', the selection of the '''date format''', and '''date font properties''' are standard throughout OnePager.  Each of the four (4) '''Set … properties '''forms for Task Bars and three (3) for Milestones has a '''Use fiscal year '''checkbox and an augmented list with '''fiscal year date formats''' when the '''Use fiscal year '''checkbox is checked '''ON'''. 

For more information on the contents and use of controls in the four '''Set … properties''' forms, please see this section in the articles at:  

<center>
{| class="wikitable"
| [[Task Bars Tab for Version 8.0#Task Bar Decorations Control Group | Task Bars Tab – Task Bar Decorations Control Group]] <!--21.3.1-80-->
|-
| [[Milestones Tab for Version 8.0#Milestone Symbol Decorations Control Group | Milestones Tab - Milestone Symbol Decorations Control Group]] <!--21.5.1-80-->
|}
</center>

===About Fiscal Years and Weeks===

Although '''fiscal year date formats '''in '''Time Axis Levels''' are separate for control purposes from the controls over '''fiscal year date formats''' for task bars and milestone symbols, it is often advisable to coordinate '''date formats''' in the '''graph''' with '''date formats '''in the '''Time Axes.'''  Accordingly, if you plan to include '''date formats''' in any task bars/milestone symbol's '''decoration''' in your chart, you need to '''edit '''the controls in each specific task bars/milestone symbol's '''decoration''' you are going to use.

The following sub-sections provide some useful examples.

===Using Fiscal Years===

The '''Use fiscal year''' checkbox, however, requires some further explanation.  When this checkbox is checked '''ON''', OnePager expresses '''years''', '''quarters''', '''month number of the year''', '''week number of the year''', and '''day number of the year''' relative to the '''start of the fiscal year'''.  As an example, suppose the '''source plan '''portion below has  task bars spanning portions of '''three standard calendar years'''.  The Microsoft Project '''source plan''' looks like this:

<center>[[File:P70-22_2_1-70-(12)-10292020.png]]</center>
<!--<center>P70-22_2_1-70-(12)-10292020.png</center>-->

Creating the chart produces this '''graph''' where the '''Time Axis''' is specified globally as a standard '''calendar year''', '''Start dates''' are shown to the left of the task bars and their '''Finish dates''' are shown to the right of the task bars:

<center>[[File:P70-22_2_1-70-(13)-10292020.png]]</center>
<!--<center>P70-22_2_1-70-(13)-10292020.png</center>-->

The years shown for the first task bars have '''Start dates''' in 2018 and the last task bar's '''Finish dates''' are in 2020 above.  You now can use the '''Time Axis''' controls accessed through the '''Chart Properties '''form’s '''Time Axis '''tab to access the '''Calendar '''sub-tab.  In the '''Calendar '''sub-tab, validate, for example, that the '''First month of the fiscal year''' dropdown is set to the month of October and the '''Use starting year for FY numbering '''checkbox is unchecked or '''OFF'''.

<center>[[File:P80-22_2_1-80-(4-1)-12192024.png]]</center>
<!--<center>P80-22_2_1-80-(4-1)-12192024.png</center>-->

With this step completed, access the '''Top Level''', '''Middle Level''', and '''Bottom Level '''sub-tabs in the desired order and check each sub-tabs '''Use fiscal year '''checkbox to '''ON''' and select an appropriate '''Fiscal Year Label format '''as illustrated below for the '''Top Time Axis Level''' sub-tab: 

<center>[[File:P80-22_2_1-80-(5-1)-12192024.png]]</center>
<!--<center>P80-22_2_1-80-(5-1)-12192024.png</center>-->

After resetting the '''Top Level''', '''Middle Level''', and '''Bottom Level''' sub-tab controls as described above and clicking the '''Apply '''button on the '''Chart Properties '''form, the chart’s '''Time Axis '''looks like this: 

<center>[[File:P70-22_2_1-70-(16)-10292020.png]]</center>
<!--<center>P70-22_2_1-70-(16)-10292020.png</center>-->

Since, for consistency, you want to have the task bar’s '''Start/Finish dates''' reflect the correct '''fiscal year''' designation to match the configuration of the '''Time Axis''', there is a need to make a few more adjustments.

First, go to the '''Task Bars '''tab of the '''Chart Properties '''form and click the '''Date Label Properties '''button to access the '''Set date label properties '''form.  In the '''Set date label properties''' form, click the '''Show start date '''and '''Show finish date '''checkboxes to '''ON'''.  Then select the desired '''Start position '''and '''Finish position''' from the dropdown lists provided.  Next, check the '''Use fiscal year''' checkbox '''ON'''.  And, lastly, select the '''fiscal year''' '''Date format''' from the dropdown list as shown below:

<center>[[File:P70-22_2_1-70-(11)-10292020.png]]</center>
<!--<center>P70-22_2_1-70-(11)-10292020.png</center>-->

With the above settings made for the task bars in the chart, the '''Date Labels''' previously added to the task bar’s '''Labels''' now look like this:

<center>[[File:P70-22_2_1-70-(18)-10292020.png]]</center>
<!--<center>P70-22_2_1-70-(18)-10292020.png</center>-->

===Using Fiscal Weeks===

OnePager is able to display the '''week number''' of each '''fiscal year,''' going sequentially from 1 to 52 (or 53 in some cases). 

The '''Fiscal Weeks '''feature depends on your answer to three (3) questions in setting up the '''Time Axis''':

:1)  On what '''day of the week''' does each '''week start''' (Sunday, Monday, etc.)?

:2)  Which '''month''' is the '''first month''' of the '''fiscal year'''?

:3)  Is the '''first week''' of the '''fiscal year''' the '''first full week''', or is it the '''week''' that '''contains''' the '''first day of the fiscal year'''?

The following illustrations define '''weeks''' as beginning on '''Sundays''' and define the '''fiscal year''' as beginning in '''October'''. 

These are the two cases of setting the answer to the '''third question''' above to make sure that the feature reflects your desires.  The examples show how to answer the '''three questions''' via the '''Chart Properties '''form '''Time Axis '''tab’s three '''Level '''sub-tabs and the '''Calendar''' sub-tab.  The illustration created below displays all three '''Time Axis Levels.  The '''Top Level''' shows '''Month '''and '''Fiscal Year'''.  The '''Middle Level''' shows '''Week Number '''in '''Fiscal Year''' terms. The '''Bottom Level''' shows '''Day of the Week'''. 

To achieve the desired result, it is necessary to configure each of the three '''Time Axis Level '''controls in the '''Top Level''', '''Middle Level''', and '''Bottom Level''' as shown below.  The '''Top Level '''sub-tab is configured to show '''Months''' with a '''Label format''' that includes the '''month-year '''combination.  The '''year''' is displayed as the '''end of the fiscal year'''.

<center>[[File:P80-22_2_1-80-(19-1)-12192024.png]]</center>
<!--<center>P80-22_2_1-80-(19-1)-12192024.png</center>-->

The '''Middle Level''' sub-tab is configured to show the '''Fiscal Week Numbers''' with the '''Fiscal Week''' count starting at the beginning of the '''Fiscal Year'''.

<center>[[File:P80-22_2_1-80-(20-1)-12192024.png]]</center>
<!--<center>P80-22_2_1-80-(20-1)-12192024.png</center>-->

The '''Bottom Level '''sub-tab is configured to display '''Days of the week''' using the '''day abbreviation''' for the display.

<center>[[File:P80-22_2_1-80-(21-1)-12192024.png]]</center>
<!--<center>P80-22_2_1-80-(21-1)-12192024.png</center>-->

We can anticipate that configuring the '''Bottom Time Axis Level '''in '''days '''could create so many '''Tic Units '''so as to crowd out the text.  OnePager detects this condition and provides a '''warning message''' as shown below:

<center>[[File:P70-22_2_1-70-(22)-10292020.png]]</center>
<!--<center>P70-22_2_1-70-(22)-10292020.png</center>-->

Under such circumstances the recommended is to adjust the '''Timespan boundaries '''to present a more pleasing display as is done in the illustration below that incorporates the '''Time Axis Level '''settings presented above:

<center>[[File:P70-22_2_1-70-(23-1)-10292020.png]]</center>
<!--<center>P70-22_2_1-70-(23-1)-10292020.png</center>-->

===Defining the First Week in a Fiscal Year===

OnePager has three (3) options for defining the '''first week''' of the '''fiscal year''' as described below.  Where the '''first week of the fiscal year''' contains:

:1) The '''first day of the fiscal year'''.

:2)   The '''first full week of the fiscal year'''.

:3)   The '''fourth (4th) day of the year''' in accordance with '''International Standards Organization''' ('''ISO''') '''8601'''.

The selection control for establishing which option you wish to use is located in the '''Chart Properties '''form’s '''Time Axis '''tab in its '''Calendar '''sub-tab’s '''Calendar Settings '''control group as shown below:

<center>[[File:P80-22_2_1-80-(24)-01202025.png]]</center>
<!--<center>P80-22_2_1-80-(24)-01202025.png</center>-->

The sub-sections below describe each of these options.

====First Week of the Fiscal Year Contains the First Day of the Fiscal Year====

The setting in the '''Calendar''' sub-tab above tells OnePager to '''count fiscal year weeks''' from the '''week''' that contains the '''first day of each fiscal year'''.  The form below also shows how to establish '''Sunday''' as the '''first day of the week''' and '''October''' as the '''first month of the fiscal year'''.

<center>[[File:P80-22_2_1-80-(25)-01202025.png]]</center>
<!--<center>P80-22_2_1-80-(25)-01202025.png</center>-->

The result from using these settings is shown below. 

<center>[[File:P70-22_2_1-70-(26-1)-10292020.png]]</center>
<!--<center>P70-22_2_1-70-(26-1)-10292020.png</center>-->

The '''first week of fiscal year '''2019 begins on Sunday, September 30th of '''calendar year''' 2018 which is the '''week that contains the first day of fiscal year''' 2019 (Monday, October 1st of '''calendar year''' 2019).

====First Week of the Fiscal Year is First Full Week of the Fiscal Year====

The settings shown below in the '''Advanced''' tab tells OnePager to count fiscal year weeks from the first full week of each fiscal year.

<center>[[File:P80-22_2_1-80-(27)-01202025.png]]</center>
<!--<center>P80-22_2_1-80-(27)-01202025.png</center>-->

Below is a chart  with the '''Time Axis''' which correctly shows the '''first week of fiscal year''' 2019 beginning on Sunday, September 30th of '''calendar year''' 2018, which is the '''week that contains the first day of fiscal year''' 2019 (Monday, October 1st of '''calendar year''' 2018).

<center>[[File:P70-22_2_1-70-(28)-10292020.png]]</center>
<!--<center>P70-22_2_1-70-(28)-10292020.png</center>-->

====First Week of the Fiscal Year Contains the 4th day of the Fiscal Year (ISO) 8601====

The settings shown below in the '''Calendar''' sub-tab tells OnePager Pro to count the '''fiscal year weeks''' from the '''first week that contains the 4th day of the year per (ISO 8601)''':

<center>[[File:P80-22_2_1-80-(29)-01202025.png]]</center>
<!--<center>P80-22_2_1-80-(29)-01202025.png</center>-->

The chart shown below displays the '''Time Axis''' where the '''first week of the fiscal year''' contains '''the 4th day of the week''' complying with '''ISO 8601''':

<center>[[File:P70-22_2_1-70-(30)-10292020.png]]</center>
<!--<center>P70-22_2_1-70-(30)-10292020.png</center>-->

==Related Links==

{| class="wikitable"
| [[Task Bars Tab for Version 8.0 | Task Bars Tab]] <!--21.3.1-80-->
| [[Milestones Tab for Version 8.0 | Milestones Tab]] <!--21.5.1-80-->
|-
| [[The Custom Date Format Feature for OnePager for Version 8.0 | The Custom Date Format Feature]] <!--22.5.1-80-->
|}

(22.2.1-80)

[[Category:Version 8.0]]
[[Category:Editing the Chart]]
[[Category:Task/Milestone Editing]]
[[Category:Task/Milestone Decorations]]
[[Category:Time Axis]]
[[Category:Fiscal Year]]
[[Category:Color Palettes]]
[[Category:Ribbon]]
[[Category:Snapshots]]
[[Category:Charts]]
[[Category:Template Properties Form]]
[[Category:Custom Date Formats]]
[[Category:Chart Properties Form]]
[[Category:OnePager Pro]]
[[Category:OnePager Express]]
[[Category:OnePager Bundle]]