Reporting using the fiscal year

Use the DateDimension business object to report on the fiscal year in IQA.

Example: The out-of-the-box fundraising dashboard reports on the current calendar year for fundraising totals. The fundraising team needs to know the total donations for the current fiscal year, which is July - June, rather than the calendar year of January - December. They must use the Date Dimension business object to return the fiscal year data.

Do the following to create the query:

  1. Go to RiSE > Intelligent Query Architect > New > Query.
  2. Name the query.
  3. Sources tab:
    1. Add the GiftSummary and DateDimension business objects.
    2. Add the following relation: GiftSummary.Transaction Date = DateDimension.The Date

      3. Adding sources

  4. Filters tab:
    1. Add the [GiftSummary] Amount property as a filter:
      1. From the Comparison drop-down, select Greater.
      2. In the Value field, enter 0.
    2. Add the [DateDimension] Fiscal Year Begin property as a filter:
      1. From the Comparison drop-down, select Within Years.
      2. In the Value field, enter 1.

      3. Working on the Filters tab

  5. Display tab:
    1. Select GiftSummary.Amount and set the Function column to Sum.

      2. Adding a function

  6. Click Run. The total gift amount for the fiscal year displays.

    7. Running the query