Show fiscal years on the timeband

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Overview 

By default, Office Timeline calculates the timeline scale based on the calendar year (January-December). If your organization’s fiscal year (FY) starts on a different month than January, you can easily configure the add-in to show your custom FY on the timeband. Here’s how:

Steps

  1. From your timeline slide in PowerPoint, select the timeband to open its customization options in the Style Pane.
    original-timeline-calendar-years.png

  2. From the Style Pane, open the Timeline Scale section, and you’ll see the Fiscal Year options right under the Language selector.
    fiscal-year-options-style-pane.png

  3. Select the desired Start month for the fiscal year, and the timeline scale will automatically be updated to reflect the change. On our timeline, we set the fiscal year to start in March, and this is how the timeband changed as a result:
    timeline-in-fiscal-years.png
    E.g.: The “Study Kick-off” milestone, which originally belonged to Q2 2020, is now displayed as part of Q1 2020 to reflect our fiscal year.
    calendar-year-vs-fiscal-year.png

     

    Note: The Fiscal Year setting affects only the timeband – it will not change any task dates or milestone dates.

  4. Use the first checkbox below the Start month selector to choose whether you want to show or hide the “FY” labels on the timeline. Finally, if you wish to label your fiscal year based on the calendar year it ends in rather than when it starts, uncheck the second checkbox (Use starting year for FY numbering).
    fy-label-start-year-numbering-deselected.png

 

Quick tip:

If you wish to use the same Fiscal Year preferences for all the new timelines you create, you can set them as the default from the general Settings window accessible from the Office Timeline ribbon:

default-fiscal-year-settings-office-timeline.png

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