PeriodEnum
RIXML 2.5 Enumeration
Enumeration defining fiscal reporting periods. Includes quarterly periods (Q1-Q4), half-year periods (H1-H2), trimester periods (T1-T3), Annual for full fiscal year, and Stub for partial years due to fiscal year changes.
Usage
Used in financial data elements to specify the reporting period. Required when providing period-specific financial estimates or actuals.
Business Context
Essential for accurate financial analysis and comparison, enabling proper alignment of financial data with company reporting cycles in investment research workflows.
Where It Fits
Elements using this type (2)
Definition
| Base Type | string |
Enumeration Values
Q1 |
| Q1 |
The first quarter of a company's fiscal year, representing the initial three-month reporting period Use when referencing financial data or estimates for the first quarter of the fiscal year [RIXML Research Data Dictionary v2.5.1 p.93] ActiveSince 2.1 |
Q2 |
| Q2 |
The second quarter of a company's fiscal year, representing the second three-month reporting period Use when referencing financial data or estimates for the second quarter of the fiscal year [RIXML Research Data Dictionary v2.5.1 p.93] ActiveSince 2.1 |
Q3 |
| Q3 |
The third quarter of a company's fiscal year, representing the third three-month reporting period Use when referencing financial data or estimates for the third quarter of the fiscal year [RIXML Research Data Dictionary v2.5.1 p.93] ActiveSince 2.1 |
Q4 |
| Q4 |
The fourth quarter of a company's fiscal year, representing the final three-month reporting period Use when referencing financial data or estimates for the fourth quarter of the fiscal year [RIXML Research Data Dictionary v2.5.1 p.93] ActiveSince 2.1 |
H1 |
| H1 |
The first half of a company's fiscal year, encompassing the first six months of the reporting period Use when referencing financial data or estimates for the first half-year reporting period [RIXML Research Data Dictionary v2.5.1 p.93] ActiveSince 2.1 |
H2 |
| H2 |
The second half of a company's fiscal year, encompassing the final six months of the reporting period Use when referencing financial data or estimates for the second half-year reporting period [RIXML Research Data Dictionary v2.5.1 p.93] ActiveSince 2.1 |
T1 |
| T1 |
The first trimester of a company's fiscal year, representing the initial four-month reporting period Use when referencing financial data for companies that report on a trimester basis rather than quarterly [RIXML Research Data Dictionary v2.5.1 p.93] ActiveSince 2.1 |
T2 |
| T2 |
The second trimester of a company's fiscal year, representing the middle four-month reporting period Use when referencing financial data for companies that report on a trimester basis rather than quarterly [RIXML Research Data Dictionary v2.5.1 p.94] ActiveSince 2.1 |
T3 |
| T3 |
The third trimester of a company's fiscal year, representing the final four-month reporting period Use when referencing financial data for companies that report on a trimester basis rather than quarterly [RIXML Research Data Dictionary v2.5.1 p.94] ActiveSince 2.1 |
Annual |
| Annual |
Financial data covering the complete fiscal year period, encompassing all twelve months Use when referencing full-year financial results, estimates, or data spanning the entire fiscal year [RIXML Research Data Dictionary v2.5.1 p.94] ActiveSince 2.1 |
Stub |
| Stub |
A partial year period that occurs when a company changes its fiscal year, resulting in an incomplete reporting period Use when referencing financial data for transition periods that are shorter or longer than standard reporting periods due to fiscal year changes [RIXML Research Data Dictionary v2.5.1 p.94] ActiveSince 2.1 |
Examples
<!-- Example usage of PeriodEnum enumeration -->
<element type="PeriodEnum">Q1</element>Version History
Unchanged since introduction in RIXML 2.1
Business Rules
Period enumeration values Q1, Q2, Q3, Q4 refer specifically to quarters of the company's fiscal year, not calendar year
Stub period value should be used specifically when reflecting a partial year due to fiscal year changes
Semantic Relationships
Constrained By1 relationship
Quarter designations are defined relative to the company's fiscal year rather than calendar year
RIXML Research Data Dictionary v2.5.1, p.93— Q1
Triggers Action1 relationship
Stub period indicates a partial year that occurs when a company changes its fiscal year end date
RIXML Research Data Dictionary v2.5.1, p.94— Stub