Dynamic Data Settings

introduction 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 features included note to set your organization’s default time zone, please reach out to help\@chord co mailto\ help\@chord co 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! get started default time zone setting 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 help\@chord co mailto\ help\@chord co for assistance set week start day 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 set fiscal year start and fiscal period 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 note that chord uses fiscal period calendar logic as governed by the national retail federation 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 using fiscal calendar date fields and filters 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 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 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) troubleshooting & faqs 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 help\@chord co mailto\ help\@chord co 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 help\@chord co and we can get you squared away!