Building the Fiscal Week End Calendar

We will create the Fiscal Week End calendar to use for scheduling a job to run when your fiscal week ends on Thursday evening. If Thursday is a holiday, the job will execute on Wednesday evening, through the use of a condition definition.

To build a Fiscal Week End calendar:

  1. Choose the System Configuration option from the Activities menu.

  2. Choose Friday in the Week Begins list. This sets your fiscal week to start on Friday and end on Thursday.

  3. Click OK.

  4. Click OK when the Warning dialog appears. This warning displays whenever you change the calendar week starting day.

    Note: The Recalculate Calendars option, available from the Calendars pane context menu, will change all calendars to begin on the new Week Begins day. If you do not recalculate calendars, existing calendars are not changed; only those calendars created selecting the new Week Begins day are affected.

  5. Click Definitions > Calendars on the Navigation pane to display the Calendars pane.

  6. Click Add on the TA toolbar or right-click a calendar and open Add Calendar > Subset from the context menu to display the Calendar Subset Definition dialog.

  7. Enter Fiscal Week End in the Calendar Name field.

  8. Choose Every in the Occurrence list.

  9. Choose Friday in the Calendar list.

  10. Choose Week in the Time Frame list.

  11. (Optional) Multiple fiscal calendars can be defined for Tidal Automation. You can choose to base a calendar definition on a fiscal year, rather than a standard January- through-December calendar year. Making no selection in the Based on Fiscal list results in the use of a standard calendar. For this exercise, leave the field empty.

    Now, we need to set a condition to let Tidal Automation know what to do if a holiday occurs on Thursday. Click the Conditions tab

  12. Click Add to display the Condition dialog.

  13. Choose the Holidays calendar from the If conflicts with calendar list.

  14. Choose Previous Calendar from the Take action list.

    The Calendar field defines which calendar to use and how many days in the past to go. The default is 0 days. Select a value of 1, and in the adjacent list, select Workday.

  15. Click OK. The condition now displays in the Conditions view. Now if a holiday falls on Friday of the Fiscal Week End, Tidal Automation will schedule the Fiscal Week End calendar for Wednesday.

  16. Click the Forecast tab to verify the dates Tidal Automation has set.

  17. Click OK. The Fiscal Week End calendar now appears in the Calendars view.