Custom Calendars

Create A Custom Calendar

A Custom Calendar is a unique feature of Infoveave that lets you define custom calendars. This enables you to create separate timelines, a Financial Calendar, or an Annual Calendar with custom quarters, instead of the standard Gregorian calendar, for which all aggregations, filtering, and visualizations are calculated. Calendars can be customized at a weekly or monthly level.

Creating a Custom Calendar

1. To add a Custom Calendar in Infoveave, click Administration Custom Calendar. All Custom Calendars you create appear under the Custom Calendar tab.
2. To add a new Custom Calendar, click New Custom Calendar. The dialog box appears.
   
3. Fill out the necessary details for the new Custom Calendar.
   • Name Provide a unique and descriptive name for the Custom Calendar.
   • Year Specify the year for which you are creating the calendar.
   • Start date Enter the start date of the Custom Calendar.
   • End date Enter the end date of the Custom Calendar.
4. Configure the Custom Calendar on a Week wise or Month wise basis. Select the appropriate option based on how you want the calendar to be structured.
5. Click Continue to add the Custom Calendar to Infoveave.
6. You are redirected to configure the Custom Calendar.
   
7. If you choose Week wise, the Custom Calendar splits into weeks.
8. If you choose Month wise, the Custom Calendar splits into months.
9. Depending on your needs, adjust the Custom Calendar.
   • Year Change the year name associated with the Custom Calendar.
   • Start date Adjust the starting date of the Custom Calendar.
   • End date Modify the ending date of the Custom Calendar.
   • Update Month/Week, Month/Week Name, Quarter, and Quarter Name fields to reflect the naming conventions you prefer.
10. Click Save to save your preferences.

Caution

Once saved you cannot change the name of the Custom Calendar.

Tip

You can call Custom Calendars as date filters in Infoveave. You can call Custom Calendars when configuring widgets in Infoboards.

Editing a Custom Calendar

Edit a Custom Calendar to ensure that it reflects and meets your evolving requirements.

To modify a Custom Calendar in Infoveave, follow these steps.

1. Navigate to Administration Custom Calendar.
2. Locate the specific Custom Calendar you want to edit.
3. Click the Edit icon associated with the Custom Calendar.
4. Depending on your needs, adjust the Custom Calendar.
   • Year Add the year associated with the new Custom Calendar.
   • Start date Adjust the starting date of the Custom Calendar.
   • End date Modify the ending date of the Custom Calendar.
   • Configure the Custom Calendar on a Week wise or Month wise basis.
5. Click Save to save your edits.

Deleting a Custom Calendar

To delete a Custom Calendar in Infoveave, follow these simple steps.

1. Navigate to Administration Custom Calendar.
2. Find the Custom Calendar you want to delete.
3. Click the Delete icon.
4. Type the specified text from the warning message in the provided text field.
5. Alternatively, copy the text from the icon and paste it in the text field.
6. Once you enter the correct text, click Delete.

Caution

Please be cautious when deleting a Custom Calendar, as it cannot be recovered once deleted. All associated calendars are also deleted.