Fiscal Calendar Bulk Update

When you bulk update your fiscal calendar, note the following:

• The CSV file with your fiscal calendar details must conform to the proper structure. Before you upload the CSV file, export your fiscal calendar details from the Fiscal Calendar page as a CSV file that has the columns with the proper names in the correct order. Use it to populate your fiscal calendar dates and values for upload.
• The Date column is the primary key for fiscal calendar data. Date column supports the following date formats: YYYY-MM-DD and YYYY/MM/DD. All other columns must contain supported values based on the column type. For example, the Month of Year Name column must contain string (alphabetic) values and not integer or date values.
• The Month Hours column is not currently supported but must always contain a value of 0.
• Before you upload the CSV file, do not change column names or the order of columns.
• You can add a new date row into the file but you cannot remove existing rows/dates. Doing so will cause the upload process to fail.
• Only CSV files are supported. Attempting to upload a file other than CSV will fail. For more information about CSV file upload errors, see Examples: Bulk fiscal calendar file upload errors.
• CSV file size should not exceed 5MB and the file name should not exceed 50 characters.
• After you bulk update the calendar values, validate whether there are gaps in the data by running a query in BigQuery against the Data Hub table for the range of dates updated and check that every row has the expected values. In BigQuery, the fiscal calendar information is available in vFiscalCalendar.

1. Go to the Setup > Fiscal Calendar Bulk Update page. The File Upload Status panel shows details about recent bulk update jobs run on the tenant, including:
   • File Name. The name of the CSV fiscal calendar file.
   • File Upload Status. The current status of a bulk update. Statuses include:
     • In Progress, File Scanning, and Scan Success. Files are scanned for security reasons. A successful scan indicates the file does not contain a virus or other risks and the upload can continue.
     • Scan Failure. The file contains a virus or other threat and cannot be used.
     • File Imported. The bulk update was successful.
     • File Import Failed. The upload fails when the values are not properly formatted, there is a duplicate date value, or the file is empty (blank). In the case of a failed import, no fiscal calendar updates are made.
     • Note the error in the Description column. You must fix the problem in the CSV file and upload the file again.

     • Note: For more information about CSV file upload errors, see Examples: Bulk fiscal calendar file upload errors.

   • Description. Details about the uploaded file job. If the job failed, there are details about what caused the failure.
   • Upload Date Time. The date and time the job completed.

Note: By default, the view shows the most recent file status first.

2. Refresh the page to see the latest status.

This section describes some of the types of bulk file upload errors that may occur, why they occur, and how to resolve them. These errors display in the Description column for the files that failed the CSV file upload process.

Data type error example - incorrect value in Date column

“Please validate file data or refer to logs. Error occurred: Unknown String Format”

Reason

The error occurs when you enter dates in an incompatible format, or when you enter a string or other incompatible value.

Note: The Date column is the primary key for fiscal calendar data.

Resolution

Only enter dates in the required date formats, either YYYY-MM-DD or YYYY/MM/DD, and upload the file again.

Data type error example - incorrect values in columns other than Date

“Please check errors below [{'date': '2022-01-16', 'fsclDayOfYear': 'two hundred four', 'fsclWeekOfYear': 'Thirty', 'fsclMonthOfYearNbr': 'Seven', 'fsclMonthOfYearName': '1', 'fsclQtrOfYearNbr': 'Three', 'fsclQtrOfYearName': '3', 'fsclYear': 'Twenty twenty two', 'monthHours': '1', 'Remarks': 'Fiscal Day of year should be numeric,Fiscal Week should be numeric,Fiscal Month should be numeric,Quarter should be numeric,Fiscal Year should be numeric'}], correct errors and upload again.”

Reason

The error occurs when you enter an incorrect value in a column other than Date. For example, if the Quarter of Year Number is assigned a string value or Month of Year Name is assigned a numeric value.

Note: When this error occurs, no records are updated or added.

Resolution

Fix the data errors outlined in the error message and upload the file again. For reference, the following table lists the expected data type and a description for each fiscal calendar column.

Column Name	Data Type	Description
Date	DATE	The date to which the fiscal calendar date values are assigned
Fiscal Day of Year	INTEGER	Generally should be between 1-365, with day 1 being the first day of the year
Fiscal Month of Year	INTEGER	Name assigned to a fiscal month
Fiscal Month of Year Number	INTEGER	Number value assigned to a fiscal month
Fiscal Quarter of Year	STRING	Name assigned to a fiscal quarter
Fiscal Quarter of Year Number	INTEGER	Number value assigned to a fiscal quarter
Fiscal Week of Year Number	INTEGER	Generally should be between 1-53
Fiscal Year	INTEGER	The fiscal year in which the date falls

Blank file error example

“Please validate file data or refer to logs. Error occurred: No columns to parse from file”

Reason

The error occurs when you try to upload a blank (empty) CSV file.

Resolution

Review the guidelines, follow Prepare the fiscal calendar CSV file, and upload the file again.

Incorrect file header error example

“File header not matching , required file header names 'Date', 'Day of Year', 'Week of Year', 'Month of Year Number', 'Month of Year Name', 'Qtr of Year Number', 'Qtr of Year Name', 'Year', 'Month Hours”

Reason

This error occurs when a file with invalid column headers is uploaded. For example, the number of columns or their order are incorrect or the name of a column header is misspelled.

Resolution

Review the guidelines, follow Prepare the fiscal calendar CSV file, and upload the file again.

If you have not already done so, prepare the CSV file with the fiscal calendar values. Each row corresponds to a required date in the fiscal calendar. To ensure you use the proper format, export a CSV of your fiscal calendar to use as a template. No fields can be empty.

1. Go to the Setup > Fiscal Calendar page.
2. Click Export. A CSV file downloads to your browser. At a minimum, this file contains all the necessary fiscal calendar column names in the correct order.
3. Update fiscal calendar values as needed. Ensure the file is formatted with the correct columns and the values are valid. For example, you cannot enter a duplicate value in the Date column or a date formatted other than YYYY-MM-DD or YYYY/MM/DD. For more information about the type of data values to include in each column, see Examples: Bulk fiscal calendar file upload errors.

Caution: Do not change column names in the first row or the order of columns. Never delete a date. The Month Hours column is not currently supported but must always contain a value of 0.

4. Save the file.

1. Go to the Setup > Fiscal Calendar Bulk Update page.
2. Click Choose File.
3. Navigate to and select the CSV file that has the fiscal calendar date mapping values.
4. If you attempt to upload a file with any of the following unsupported conditions, a message opens alerting you to the problem:
   • You select a non-CSV file.
   • The file size exceeds 5MB.
   • The file name exceeds 50 characters.

   You must fix any problems before you continue. For error examples and resolutions, see Examples: Bulk fiscal calendar file upload errors.

4. Click Upload. The upload takes a few seconds to a minute or more to finish, depending on the number of updates.
5. Do the following as needed:
   • Refresh the page and note the status in the File Upload Status column. For more about statuses, see View fiscal calendar file upload status.
   • If the upload fails, determine the problem and fix the issue, then upload the file again. If needed, verify the dates in BigQuery.
   • To see the latest calendar dates, click Back To Fiscal Calendar.