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Fiscal year and 13 week quarters (4-4-5, 4-5-4, 5-4-4)

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Tableau already does some Fiscal year formatting that works well if a Calendar year is used.  FYyyyy, Q1, month, Week ww

 

But for those who have moved to both a fiscal year and a 13 week quarter format, when a date is expanded, there isn't a means to align the weeks to a 4-4-5  month (I'll just use this combination as the example, but it holds true for all three forms -- each of which could be chosen by the accountants), nor the months to the proper quarter.

 

So, in this proposed change, there would be a selection to choose not only a Fiscal Year, but also one of the three 13 month quarter approaches or calendar based months/quarters.  If the one of the 13 month choices is made, then the text to represent a quarter is the same (Q1, Q2, Q3, Q4), but the months instead of having Gregorian names are named Month 1, Month 2, etc. to Month 12 (or optionally M1, M2, etc. to M12).

 

While we're at it, let's also make it known what the custom formatting codes are to represent this type representation, so that we can decide whether to use the full words or some space conscious abbreviation for each of the drill through elements (FY, FQ, FM, FW).  Last, for Months and Weeks, the count isn't from the beginning of the year, but rather from the next level up that is displayed --

eg. Q1 - M1, M2, M3 || Q2 - M1, M2, M3 || Q3 - M1, M2, M3 || Q4 - M1, M2, M3 ||

or M1 - W1, W2, W3, W4 || M2 - W1, W2, W3, W4 || M3 - W1, W2, W3, W4, W5 ||

or Q1 - W1, W2, W3, W4, W5, W6, W7, W8, W9, W10, W11, W12, W13 || Q2 - W1, W2, W3, W4, W5, W6, W7, W8, W9, W10, W11, W12, W13 ||

 

Sales - Fiscal dating format.PNG 

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