I'm not sure you already tried this or not...
Tableau has great feature to handle "Dates" and there is default setting on Fiscal Year start month.
You can get that through below instruction.
Dashboard_Test_3_rep_9.2.twbx 45.9 KB
Thank you for your quick response Murakami Sama,
I did exactly what you have suggested, the problem is that it is not displaying the same when I apply filter on Quarter - Please check the attached image .
Issue.png 126.2 KB
Tausif, did you change your date level to use Date(copy) instead of Date, also in your view i don't see you using Date(copy) anywhere. The solution Shin mentioned should work for your case without any issue.
I don't know you have some other difficulty with below solution or not, but anyway..
You can create your own fiscal quarter.
if month([Date])>=10 then year([Date])+1 else year([Date]) END
str([Fiscal Year])+" "+right(str(100+month([Date])),2)+datename('month',[Date])
str([Fiscal Year])+" "+[Quarter]
CASE [Date Level]
WHEN "Week" THEN
STR(DATETRUNC('week',[Date]))+" - "+STR(DATETRUNC('week',[Date])+6)
WHEN "Month" THEN
WHEN "Quarter" THEN
WHEN "Year" THEN
Dashboard_Test_3_rep2_9.2.twbx 45.8 KB
I do not need to Create a Copy of the Date Field as I have already set the Fiscal Calendar to start at October.
Ideally, I would want this solution to work. But since It is not working I would have to create a Custom Quarter Field.
1 of 1 people found this helpful
Thank you Shinichiro, I will try this out.
I also happen to write to the Tableau Tech Support and They agreed that this is a shortcoming in Tableau. Their Response is as below -
I notice that the filer is based on a calculated field which applies data functions like DATETRUNC() and DATENAME() to the fiscal year data field . Currently the ability to use the fiscal year dates in Tableau date function calculated fields is not built into the product. I believe that is why we could not have expected quarters shown in the Filter list.
I understand this would be a great feature to add to our product. Unfortunately I cannot provide you with a time frame for the release of this feature, but I am going to add this case to the existing enhancement request for the Product Management team to review for possible inclusion in a future release.
Thanks again for your help really appreciate it. Will let you know how it goes.
2 of 2 people found this helpful
Thank you for the info.
BTW, could you mark the answer as "Correct" or "Helpful" if you are OK>
Can you explain the logic behind this, if for instance I wanted my Fiscal Year to start July 31st and have my Q4 run to July 29th how would I edit the above equations for each?
Fiscal Calendar is really depend on the company.
There should be some commonalities, but still have several types.
If you can attach your X-reference between calendar date and Fiscal Week/Month/Quarter/Year, I can analyze it.
Also if you need immediate help, you can post another thread with mentioning me.
After changing fiscal year starting month to October able to get exactly wat iwant i.e able to see oct,Nov,Dec under Q1.
But when i checked MONTH(Order Date) still Tableau is showing oct=10 only. But i want to see oct=1,Nov=2,Dec=3,jan=4,feb=5 ...etc.
Any idea on above hw to set fiscal year starting month =1?
This is not a good solution...... just for your reference
CASE month([My Order Date])
When 1 then 4
WHEN 2 then 5
when 3 then 6
when 4 then 7
when 5 then 8
when 6 then 9
when 7 then 10
when 8 then 11
when 9 then 12
when 10 then 1
when 11 then 2
when 12 then 3
)+" "+datename('month',[My Order Date])