Can you use a calculation for this?
"FY"+str(datepart('year',[Date])-2000) + "Q"+str(datepart('quarter',[Date]))
This won't work if your years are <2000, but you could edit it with a right(str(datepart('year',[Date]),2) and that would work, provided you sort by YEAR(Date), which you can hide.
That got me closer. Now I have FY FY 15Q3. If I remove the "FY" I end up with FY 15Q3...
That link is great information. Added to my favorites. Thanks for that, too!
This does give me the result I want, but then the field isn't actually a date and I lose the ability to drill down.
Yes that link is super handy!
I see...So I didn't realise that (my bad!) that you had also changed your new custom date to have a Fiscal Year start element. So when you this Tableau automatically adds the "FY " to the format. So we no longer need the "FY" part at the start...so format would be yyQQQ. However it seems Tableau always adds the Space after the "FY".
So one way to loose the spaces is to set up the Fiscal Start year, by way of a formula (in fact if you look at the field Tableau creates, in the describe box)
This is actually what Tableau is doing....so we can repeat this, and so not using the 'out-the-box' fiscal start.
So I've created a field [Quarter - SR]
Which is for a 'March' starting month (so May, for example, you change the 10 and -10 above to 8 & -8
We can then use the custom format we had before and we loose the space!
Hope that does the job!
FY Date Formatting.twbx 606.8 KB