# Changing Your Fiscal Year

> By default, Sisense calculates the beginning of the fiscal year as January 1st. You might need to express your company's date fields according to another fiscal month, for example, April 1st. Sisense allows you to easily shift your fiscal calendar to start on a different month, according to your company's requirements.

*Source: https://docs.sisense.com/main/SisenseLinux/fiscal-years.htm*

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Last updated: June 11, 2026

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By default, Sisense calculates the beginning of the fiscal year as January 1st. You might need to express your
company's date fields according to another fiscal month, for example, April 1st. Sisense enables you to easily shift
your fiscal calendar to start on a different month, according to your company's requirements.

This can be defined at either the:

- System level, by the Sys Administrator
- Live or ElastiCube and/or model level by the Data Admin and Data Designer

For example, you can support:

- One fiscal calendar month for your system, for example, January 1st
- Another fiscal calendar month for a specific ElastiCube, for example, according to the US tax year which begins
  October 1st
- Another fiscal calendar month for an ElastiCube model that is defined by the fiscal calendar month of a country
  outside of the US.

When you change the fiscal calendar, it affects how time is calculated in your dashboard. You also receive an
indication, for example when filtering your widgets and dashboards by time, through the FY tag.

**Note - Limitations:**

- Filters created with non-default Fiscal Year enabled do not automatically update their titles after disabling the Fiscal Year.
- Fiscal Year support for Live models requires the Analytical Engine to be enabled.

  - The SingleStore (MemSQL) connector is currently partially supported by the AE, but the AE is not enabled for it by default.

Once you have defined your fiscal year, the next widget load generated is automatically affected. Therefore, there is
no need to rebuild or publish the model.

![Filter fiscal year](https://docs.sisense.com/main/Resources/Images/filter-fiscal-year_800x544.png)

| Date Level | Effects | Example |
| --- | --- | --- |
| Year | Changes the calendar year to fiscal. By default, the name reflects the year in which it ends. | If the fiscal year starts in April, the year for the date June 1, 2024 would be shown as FY 2025. |
| Quarter | Changes the calendar quarter to that of the quarter in the fiscal year. | If the fiscal year starts in April, the quarter for the date June 1, 2024 would be Q1. When combined with the year indication, it will be Q1 FY 2025. |
| Month | Not affected by fiscal year settings. The calendar month is the same as the fiscal month. | If the fiscal year starts in April, the month for the date June 1, 2024 would still be 06. When combined with the year indication it will be FY 06/2025. |
| Week | Changes the calendar week to the week of the fiscal year. | The first week of the fiscal year for 2025 starts at the beginning of April 1. |
| Day/Minute/Hour | Not affected by fiscal year settings. | If the fiscal year starts in April:   - March 20, 2024 would be 03/20 and represented as 03/20/2024 FY - April 20, 2024 would be 04/20 and represented as 04/20/2025 FY. |

## Setting the Fiscal Year

To set your fiscal year on the system level, see [Working with the Configuration Manager](https://docs.sisense.com/main/SisenseLinux/configuration-manager-sisense-documentation.md).

Otherwise, it is recommended for Administrators and Data Designers to set the fiscal year at the Model level.

**To set your fiscal year at the Model level:**

- On the Data page, from the menu in the ElastiCube Model, select **Fiscal Year start**, and select a
  starting month.
    
  ![FY Model(3)](https://docs.sisense.com/main/Resources/Images/FY_Model(3)_864x574.png)

Administrators and Data Designers with permission can set the fiscal year at the ElastiCube level.

**To set your fiscal year at the ElastiCube level:**

1. For the relevant ElastiCube, select the ElastiCube menu > **Fiscal Year Start**, and then select
   the month.
     
   ![8 6fiscalmonths](https://docs.sisense.com/main/Resources/Images/8-6fiscalmonths.png)

## Formatting Fiscal Dates

When you apply fiscal years, the default format for your dates is 2018 FY for years or Q1 2018 FY for quarters.

You can customize the format of the date through placeholders such as 'y' and 'p' where 'y' represents the year and
'p' the previous year.

The examples below illustrate how you can format your dates:

- 2017/18: yyyyp/yy
- 17/18: yp/yy
- FY17/18: FY yp/yy
- Q1 2018 FY: Q yyyy FY

By default, when fiscal years are applied, Sisense adds FY at the end of the year. If you make any changes, Sisense
will no longer add the FY automatically, and you must define it with the placeholder FY, in the location you want it
displayed, as shown above.

**To format your fiscal dates:**

1. On the Dashboard, click the **Pencil (Edit)** button ![8 6editicon](https://docs.sisense.com/main/Resources/Images/8-6editicon2.png) that appears in the top-right corner of a widget with a date
   dimension.

   ![8 6Fiscal2thumb](https://docs.sisense.com/main/Resources/Images/8-6Fiscal2thumb0300.png)
2. Select the Calendar icon.
     
   ![8 6fiscal3thumb](https://docs.sisense.com/main/Resources/Images/8-6fiscal3thumb0300.png)
3. Select the relevant time period and enter the placeholders, in the format you want displayed in your widget.
   A preview of the custom format is displayed below.
     
   ![8 6fiscal4thumb](https://docs.sisense.com/main/Resources/Images/8-6fiscal4thumb0300.png)
4. Click **OK**. The format of your dates is updated in the widget.

## Formatting Fiscal Dates Through the REST API

In addition to formatting fiscal dates from Sisense, you can also define the format through the Sisense REST API.

**To define fiscal dates format though the REST API:**

1. In Sisense, click **Admin** at the top-right of the screen.
2. Click **REST API Reference** to view the API documentation.
3. In the API Documentation, select version **0.9** on the top-right of the screen.
4. Click **POST/settings/system** to access the relevant API settings, and then click **Try
   It Out**.
5. To modify the fiscal year settings, in the list of permissions in the **emailServer** parameter,
   type in the desired permission. (For example, you can change first month of the fiscal year from 'jan' to
   'dec').

   ![8 6fiscalyeargif](https://docs.sisense.com/main/Resources/Images/8-6fiscalyeargif1.gif)

   The 'month' key determines the first month of your fiscal year. The 'format' key determines how your fiscal
   dates are displayed, for example:

   **years:** fiscalFormatRestAPI + ' yyyy';

   **quarters:** fiscalFormatRestAPI + ' yyyy Q';

   **months:** 'MM/yyyy ' fiscalFormatRestAPI;

   **weeks:** 'ww ' + fiscalFormatRestAPI + ' yyyy';

   **days :** 'MM/dd/yyyy ' + fiscalFormatRestAPI;

   If you set the format to **'EEE d/MMM//QQ//yp-yy'**, the format will be displayed in Sisense as:

   FY Mon 1/Apr/Quarter 2/96-97 1997 Q2

   In addition, you can add strings to the format, as long as they are in single quotes.
6. Remove everything else from the list of permissions, including the extra brackets and the extra commas.

   ![8 6fiscalyeargif](https://docs.sisense.com/main/Resources/Images/8-6fiscalyeargif2.gif)

   **Note:**

   If you do not remove the other parameters, you may inadvertently revert any customizations made to other
   parameters back to their default values. Alternatively, to maintain your customized values, copy the
   current settings from the GET /settings/system endpoint and paste them into the POST /settings/system
   endpoint, modifying or adding the 'fiscal' object.
7. Click **Execute** to apply the changes.
8. Scroll down to the Responses section to verify that the response has no errors.
9. When there are no errors, your change is applied.

restapi