Requirements for the Period Definitions File

To support retail calendars, PPM uses a period definitions file that provides significant flexibility in the specification of the date ranges for fiscal years, half-years, quarters, and periods. For example, a particular fiscal year can have 11 or 13 periods of various lengths, each typically about one month long. For 12-period retail calendars, in each language's configuration file you specify the following periods:

  • LONG_NAME_PERIOD_1 through LONG_NAME_PERIOD_12

  • SHORT_NAME_PERIOD_1 through SHORT_NAME_PERIOD_12

The set of dates you specify for each type of period in the fiscal year must meet the following requirements:

  • Complete fiscal years must be specified. The 4-digit year number must be the first row of data for each fiscal year defined below it.

  • There can never be any gaps or overlaps among the dates that are covered by a series of fiscal years.

  • There can never be any gaps or overlaps among the dates that are covered by any type of period (year, half-year, quarter, or month) within any fiscal year.

  • All the types of periods in a fiscal year must be fully specified.

  • The total span of every pair of adjacent half-years must match the span of the year in which they fall. Similarly, the total span of every pair of adjacent quarters must match the span of the half-years in which they fall. Finally, the total span of a set of adjacent months or similar periods must match the span of the quarters in which they fall.

    For example, following are some of the constraints on the sets of half-years, quarters, and months in a fiscal year that uses a retail calendar and runs from November 1, 2009 to October 30, 2010 (364 days):

    • The half-years could be November 1, 2009–May 1, 2010 and May 2, 2010–October 30, 2010.

    • The half-years could not be November 1, 2009–May 1, 2010 and May 1, 2010–October 30, 2010, because of the overlap on May 1.

    • The half-years could not be November 1, 2009–April 30, 2010 and May 2, 2010–October 30, 2010, because of the gap on May 1.

    • The first day of the first quarter and the first day of the first month (or similar period) must be November 1, 2009.

    • The last day of the last quarter and the last day of the last month (or similar period) must be October 30, 2010.

Caution: We strongly recommend that you establish periods for retail calendars only on new installations of PPM, that is, installations that have not been upgraded from previous versions or used for production. If you change the start and end dates of months for which existing financial data used non-retail calendars, the data becomes inaccurate and meaningless, because it has been tracked using Gregorian calendar months.