Creating Indian Fiscal Calendar

Version 1

    Description: This Document describes how to create Indian Fiscal Calendar.


    Screenshot:

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    Tableau Version: V 8.2


    Procedure:


    1) The following image is representing how to define our Calendar type. (Starting month of the Year.)

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    2) Create calculated fields for Year, Month level.

    Name: Year

    year([Date])

    Name: Month

    Syntax: datename('month', [Date])

     

    3) Create another calculated field for Quarter level.

     

    Name: Quarter - Fin

    Syntax:

    if datepart('month', [Date]) =4 or datepart('month', [Date]) =5 or datepart('month', [Date]) =6 then "Q1"

    elseif datepart('month', [Date]) =7 or datepart('month', [Date]) =9 or datepart('month', [Date]) =8 then "Q2"

    elseif datepart('month', [Date]) =10 or datepart('month', [Date]) =11 or datepart('month', [Date]) =12 then "Q3"

    elseif datepart('month', [Date]) =1 or datepart('month', [Date]) =2 or datepart('month', [Date]) =3 then "Q4" end

     

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    4)  Create another calculated field for "Semester" level. If it required.

    Name: Semester

    Syntax:

    if [Quarter - Fin]= "Q1" or [Quarter - Fin]= "Q2"  then "Sem1" else "Sem-2" end

     

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    6) Right click on Dimension Window, click on "Create Hierarchy" Define the name "Fiscal Year".

    Add the Levels & Arrange them like the below sequence.

    Year -> Semester - Fin -> Quarter  - Fin -> Month.


     




     

     

     

     

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