Dynamic Data Settings
With customizable data settings via the Data Settings page, you now have the power to tailor key aspects of your Chord Commerce platform to match your unique business needs. With an intuitive interface and flexible options, managing your data reporting preferences is easier than ever—putting you in control of ensuring a seamless experience.
Note: To set your organization’s default time zone, please reach out to [email protected] for assistance.
Admin-level users on the platform are able to set the following for their organization via the Data Setup page:
- Set Time Zone
- By default, the time zone setting for your organization will be set to UTC. If you would like for the Chord team to preset a different time zone for your organization, an admin-level user must confirm what timezone setting you would like to use for your organization.
- Set Week Start Day (Week Definition)
- Set Fiscal Year Start and Fiscal Periods
- Settings Change Log
- While we do not anticipate these organization-wide settings to change often, we will display a change log to show all users when and which a specific data setting was changed.
Any changes to these data settings will take place at your organization’s next scheduled data refresh and will apply across your entire organization.
If you are a non-admin user, you will not have the ability to change any of the above settings and will see the options grayed-out, like so:
Additionally, data platform users will also be able to use new date fields in Explores that are affiliated with your organization's fiscal calendar. See more details below on how to use these new date fields!
- To support a unified time zone reporting structure, we removed all existing time zone field variations in explores.
- If you previously had any existing reports that utilized any of the specific time zone fields in explores, these fields have been automatically converted and mapped to the correct field.
- While all underlying time zone fields were updated, any filters on dashboards only will require updating the filter title only.
- You can update the filter title by following the steps below:
- Click into “Edit dashboard”
- Click the three dots next to the filter and click “Edit”
- Edit the title (ex: remove (Universal))
- Click "Update"
- Click "Save" to save your dashboard.
- By default, the time zone setting for your organization will be set to UTC. If you would like for the Chord team to preset a different time zone for your organization, an admin-level user must confirm what time zone setting you would like to use for your organization.
The Chord standard default time zone is UTC. To change your organization’s default time zone, please reach out to [email protected] for assistance.
This setting will determine when a typical business reporting week begins for your organization.
The Chord standard default definition of a week is Monday through Sunday.
This setting will determine when a typical business reporting year begins for your organization and which fiscal calendar period your business reporting should follow.
Note that if you select a fiscal period other than the default calendar (Gregorian), you will be able to choose a starting month via the dropdown field.
The default calendar setting (Gregorian) will always have a starting month of January and will not be able to be changed.
The Chord standard default fiscal calendar start is January and uses the Gregorian calendar.
With dynamic data settings, you will be able to take advantage of both Standard Dropdown Date Filters as well as Relative Date Filters.
- Standard Dropdown Date Filters refer to any and all time fields presented in the existing dropdown fields. These dropdown filters all correspond to the Gregorian Fiscal Calendar and start on Monday.
- Note that the Standard Dropdown Date Filters cannot be changed, as these are system defaults.
- With the Standard Dropdown Date Filters, you can conduct any analysis related to a specific point in time (day, week, month, year, etc) and filter by standard dimensions.
These filters do not take into account your organization's fiscal calendar settings.
- Relative Date Filters are used in Chord Quickstarts and takes into account your organization's default fiscal calendar settings.
- Relative Date Filters are normally used in reports like the Business Overview dashboard, when you want to see your store performance in the last month and need to pull the most recent sales data every time you load the report.
- To set up your reports correctly using Relative Date Filters, you need to apply the following filters:
- Click into the Explore you want to use as the base of your report.
- Select the Relative Date Filter(s) you need for your report.
- Click on number of fiscal periods to filter the report.
- Set the Last Fiscal Periods filter to YES (Note: This is a mandatory filter. If this is not set, your reporting will not be accurate).
Q: I’m not able to edit these settings. What am I doing wrong?
A: Check to make sure you’re an admin-level user on our platform before attempting to change data settings for your organization. If you are an admin-level user and you are not able to edit these settings, please reach out to [email protected] for help.
Q: I don't see fiscal calendar options for every date field. Why don't I see fiscal calendars for every date field?
A: The Chord Commerce team pre-selected the most-used date fields across explores to fiscal calendar options since there are hundreds, if not thousands, of date field options. As such, not all date fields will have fiscal calendars associated to them. If there is a particular date field you need for reporting purposes that doesn't have a fiscal calendar associated but should have one associated, please reach out to [email protected] and we can get you squared away!