1 Reply Latest reply on Jan 12, 2015 3:23 PM by Shawn Wallwork

    non-standard fiscal periods and quarters

    Taryn Hearty
    Taryn Hearty Dec 22, 2014 2:20 PM

      At our organization, we have non-standard fiscal periods and quarters. Periods 2-12 are 28 days, period 1 is shorter, and period 13 is longer. We are using Tableau more and more, but it is becoming really difficult to implement workarounds to convince Tableau that our fiscal periods and fiscal quarters are time related. We should be able to have data that is "2014-Q1" and have Tableau recognize that as a date / time instead of having to manually add "01/01/2014" to all of our data. Is there any plan to add flexible dates to Tableau in the future?

       

      Our Tableau is generally connected right to out SQL Server data warehouse, so all of the manual adjustments kind of defeat the process of having an automatic data connection to a large and robust warehouse.

       

      Or if anyone has any patch or solid workaround tips that could be automatically implemented to group the data better instead of manually added each time we create a new report or dashboard. It's getting a little tiresome.

       

      Thanks!

        • 1. Re: non-standard fiscal periods and quarters
          Shawn Wallwork
          Shawn Wallwork Jan 12, 2015 3:23 PM (in response to Taryn Hearty)

          Is there any plan to add flexible dates to Tableau in the future?

           

          Tableau never comments on their future plans.

           

          Or if anyone has any patch or solid workaround tips that could be automatically implemented to group the data better instead of manually added each time we create a new report or dashboard. It's getting a little tiresome.

           

          There are most definitely ways of automating 'date math' such that your 'non-standard' fiscal years will be calculated without manual intervention. We will need a list of the rules, and the date field structure to help you develop this.

           

          Cheers,

           

          --Shawn