Each level of OnePager's time axis can show a calendar year or a fiscal year. Initially it is configured to show calendar year, calendar quarter, and month, like this:
Here are the steps to convert your time axis into fiscal years:
- Begin by right-clicking anywhere on the time axis. When the time axis window appears, go to the Advanced tab:
- Change the starting month of your fiscal year. For example, the US Government has a fiscal year start of October:
- Now, for each level of the time axis, determine whether you want to use the fiscal year, or stick to the calendar year. For example, if you click on the Top Level tab, you'll be able to configure fiscal year vs. calendar year:
The Use fiscal year box needs to be checked for any level of the time axis where you want to show the fiscal year. We'll also change the Label Format from "2037" to "FY 2037" just so it's more clear that the years are now fiscal years.
- Next, go to the Middle Level tab, and turn on fiscal quarters as well.
- The Bottom Level of the time axis is set to months. We'll leave these as calendar months, since there is really no such thing as "Fiscal February".
- Once these changes are applied, the first two levels of the time axis will convert to a fiscal year with an October 1 start:
- Notice in the screenshot above that October 1, 2017 is considered to be the first day of FY 2018. If you are a US Government agency, this is correct. However, some corporations count their fiscal year one year earlier, meaning that October 1, 2017 is the beginning of FY 2017, not FY 2018, as shown in the screenshot below. This is rare, but if your organization does fiscal years this way, you'll want to go back to the Advanced tab and turn on the Use Starting Year for FY Numbering box:
Again, if you work for any government agency, you should ensure that the Use Starting Year for FY Numbering box is turned off. Otherwise your fiscal year labels will be off by one.