2 Replies Latest reply on Nov 15, 2017 12:10 PM by William Graham

    Fiscal year graphing showing full year

    William Graham

      I'm revisiting an old post (that I can't find)

       

      Our fiscal year runs October through September.

      We tally work cumulatively month-by-month.

      I need to show a graph that runs October through September (x-axis) with tally totals (y-axis) even though we're only in November.

      Tableau doesn't implicitly know the fiscal year runs through September so Show Missing Data doesn't work.

       

      The attached doesn't get me there.

       

      I'm a Tableau rookie.

        • 1. Re: Fiscal year graphing showing full year
          Ben Neville

          Show missing values says, "given point A and point X, fill in all the values in between". In your example, you have to consecutive months. If it were to fill in missing values, it has no clue how to define "missing". Theoretically, if it were to extend to values outside the min and max dates of your data, it would extend infinitely into the future and the past, which sounds cool except your data wouldn't really be noticeable in this infinite-ness.

           

          Your best bet is likely to have a calendar file in Excel, (left) join your existing data to this, and you'll have all the dates for this year whether or not they've happened. As values are filled in, they will appear in the correct columns.

           

          As for your fiscal year problem, right-click Reference Date -> Default Properties -> Fiscal Year Start -> October. This should order them correctly when you show more data.

          • 2. Re: Fiscal year graphing showing full year
            William Graham

            Thanks Ben.

            What would the calendar file look like?