Date information

Use the Date information form to link attributes to a date, such as the corresponding week and month, the fiscal period, and whether or not it is a national holiday. This enables you to present your management information in a more convenient and informative fashion. This way, you could, for example, view your weekly turnover or your monthly order intake. Being able to identify any areas of concern, to monitor trends, and to compare performance figures will help optimize your business processes. The date information is very useful for compiling management information.

The form is filled by the Create date lines process. For each country, a number of attributes are recorded for every date, including:

• Date-related information, such as the week, month, and year, as well as the fiscal period and fiscal year. The date attributes enable you to group the data more easily by attribute, such as the week number or the month. The fiscal year and the fiscal period are automatically copied from the Fiscal periods form. When the date lines are created, the corresponding fiscal period is determined automatically. If the fiscal period cannot be determined because, for instance, the fiscal period table has not been filled in, the fiscal period on the Date information form will be left empty. However, if the Fiscal periods form is filled in afterwards, the fiscal period on the Date information form will also be filled in automatically.
• Date-related information by country, such as whether it is a holiday, and a description of that holiday, for example 'Public holiday'. This information can be useful for compiling statistical data.
• Custom attributes, such as whether it is a company holiday or an important event, and remarks. This information can be useful for compiling statistical data.

The data from date lines are used for pivot tables, presets, and scripts when determining the actual values of KPIs. If you want to use a pivot table to display turnover data, you will usually want to show those turnover data by week or by month. The software automatically looks up the week or month in which the date specified on the date line falls.

Let use assume you want to use a preset to show the holidays. If you select the Holiday check box for each holiday on the Date information form, this information can be included in the preset.