11 Replies Latest reply on Jul 16, 2017 9:46 PM by Venkatesh Pilla

# Ytd Based On Fiscal Year

How to Calculate YTD Calculations based on the Fiscal Year or Financial Year?

For Example In my company Fiscal Year Starts from October Month.

• ###### 1. Re: Ytd Based On Fiscal Year

Hello Venkatesh,

Follow the below approach. Tableau has this feature to select your fiscal start month. IF this is what you were looking, mark this as answered.

Ak

• ###### 2. Re: Ytd Based On Fiscal Year

see if it works for you

• ###### 3. Re: Ytd Based On Fiscal Year

After Setting Fiscal Year to October...How to write the Ytd Cal based on this?

• ###### 4. Re: Ytd Based On Fiscal Year

Hi Amit,

I dont understand why he Wrote Cal: DATEADD('month',9,[Order Date]) to adjust the dates

• ###### 5. Re: Ytd Based On Fiscal Year

Hi,

You just need to perform your normal calculations. Just keep in mind that if you have set this fiscal year for all date dimensions.

ak

• ###### 6. Re: Ytd Based On Fiscal Year

Hi Venkatesh

Take a look at below snapshot.

1 of 1 people found this helpful
• ###### 7. Re: Ytd Based On Fiscal Year

Hi Amit,

I Got the Required Output, Tnx for helping me ....But How to Show all the YTD into Single Column As year([Order Date Fiscal]) is Showing FY 2017 like That

For Eg: If year(order date)= 2017 then Fiscal Sales End

• ###### 8. Re: Ytd Based On Fiscal Year

I think you are putting fiscal date on both row and column shelf. just keep it on either of shelf.

• ###### 9. Re: Ytd Based On Fiscal Year

Here Fiscal Year Ytd Is the Calculated field which i created

Where Fiscal Year YTD 2017 :

IF [Order Date (FISCAL YEAR)] <= TODAY()  AND DATEDIFF('year',[Order Date Fiscal],Today())= 0 THEN [Sales] END

Like this i have created for 2016, 2015, 2014 individually

So How to club them all to Show in one columns

like      If year(order date)= 2017 then [Fiscal Sales YTD 2017] End..

Have u Understand What im about to Say?

Attaching My Workbook For Reference

• ###### 10. Re: Ytd Based On Fiscal Year

sorry venkatesh I could not reply you earlier.

You can write below logic to get this working.

1 of 1 people found this helpful
• ###### 11. Re: Ytd Based On Fiscal Year

Got the required Output....tnx Amit... U really did fantastic job..