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Fiscal year analytics

Fiscal year analytics

Understand how fiscal year analytics work in Scaler, how fiscal years affect analytics views, and which metrics and reports support fiscal year reporting.

Last updated on January 13, 2026

Purpose of this article

This article explains how fiscal year settings affect analytics in Scaler, including how data is grouped, which metrics support fiscal year views, and how fiscal year analytics interact with reporting frameworks.

Fiscal year analytics

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What are fiscal year analytics?

Fiscal year analytics allow energy and ESG metrics to be grouped into custom 12-month reporting periods instead of standard calendar years.

When fiscal year analytics are enabled:

  • Data is regrouped based on a portfolio-defined fiscal year start month
  • Analytics views can be switched between Calendar Year (CY) and Fiscal Year (FY)
  • Underlying meter data remains unchanged

Fiscal year analytics affect how data is displayed, not how consumption is calculated.

Setting up fiscal year analytics

You can now switch between Fiscal Year and Calendar Year views for core ESG metrics—Energy, GHG, Water, and Waste—right in your Portfolio Analytics dashboard.

Enable Fiscal Year in 3 Steps:

  1. Go to: Data Collection Portal → Portfolio → Settings
  1. Toggle Enable fiscal year
      • Note: Once enabled, calculations may take 5–10 minutes before the toggle appears in Portfolio Analytics.
  1. Set the First month of your interval to define the start of your fiscal year
  1. Find the Fiscal/Calendar switch at the top of Analytics Portal → Portfolio → Analytics.
      2. Notion image

Where fiscal year analytics are applied

Fiscal year analytics are available at both portfolio and asset levels in the Analytics Portal.

Portfolio-level analytics

Navigate to Analytics Portal → Portfolio → Analytics. The Fiscal/Calendar toggle appears at the top of the dashboard, allowing you to switch between year types for all portfolio-level performance views.

Asset-level analytics

Navigate to Analytics Portal → Asset → Analytics. The Fiscal/Calendar toggle appears at the top of each asset's dashboard, enabling you to view individual asset performance using fiscal year grouping.

Both portfolio and asset-level views use the same fiscal year start month defined in portfolio settings.

Supported metrics at both levels

Fiscal year analytics are currently supported for the following intensity metrics:

  • Energy Use Intensity
  • GHG Emissions Intensity
  • Water Use Intensity
  • Waste Intensity

These metrics can be viewed using either Calendar Year grouping or Fiscal Year grouping at both portfolio and asset levels.

Fiscal-Year Compatible Reports:

Fiscal year analytics are compatible with multiple reporting frameworks, including:

  • EU Taxonomy
  • GRESB
  • GRI
  • IFRS
  • SASB
  • SECR
  • SDDS
  • SFDR

Fiscal year grouping ensures that analytics align with reporting periods required by these frameworks.

Important: Exported datasets continue to use calendar-based month numbering (e.g. 01 = January), even when fiscal year analytics are enabled.

Key definitions in Analytics Portal

  • Calendar Year (CY)

      • January through December.

  • Fiscal Year (FY)

      • A custom 12-month period defined by the portfolio’s fiscal year start month.

Example: monthly grouping

  • CY: January → December
  • FY: Based on configured start month (e.g. October → September)

Example: quarterly grouping

  • CY Q1: January → March
  • FY Q1 (October start): October → December

Common misconceptions

  • “Fiscal year analytics change the underlying data”

      • Fiscal year analytics only regroup existing data.

  • “Fiscal year analytics apply to all metrics”

      • Fiscal year grouping is currently limited to supported intensity metrics.

  • “Fiscal year analytics affect normalization or estimation logic”

      • Fiscal year grouping is independent of normalization and estimation.

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