So yes I think this is the case...the "change" to how you want the field handled (i.e. FY start), I think, get's written into the workbook (and then 'might' also get put in as part of the TDE definition, when you do something like optimize the extract...when/how 'Meta Data' changes and calculations get written, in the workbook or to the TDE can be a bit of the dark-arts!!)
Can you just confirm the exact flow...there is a Tableau workbook, with this TDE as it's datasource? and then every 12 hours this TDE is refreshed (i.e. rebuilt) in Alteryx? or do you provide this TDE to be connected to "fresh" workbooks?
Also just to save follow up questions! how big is the data?
I'm still new to these tools, so I'll try to explain it logically (and appreciate corrections).
I have an Alteryx workflow that sources data from other objects and the results is a TDE file that is published on the company server.
The dashboard is scheduled to refresh from this TDE every 12 hours. Every time the dashboard is refreshed it loses the FY settings.
no worries...it is confusing!
And does Alteryx do the publishing?, or does it dump the TDE somewhere access-able and then the server refreshes the TDE from that TDE?
It's the later. Alteryx sends the TDE to the company server, then the server refreshes the TDE from that TDE.
Seems like the dimension shouldn't revert back to the default setting, because it's been changed. This doesn't happen when we change the default formatting for numbers, etc., so why FY Start? Hmmmm....
Can you Create a Calculated field for FISCAL YEAR instead of selecting from Menu and use it.
if month([Date])>=7 then year([Date])+1 else year([Date]) END
Yes that is very odd...As the way you are doing it, is as I would have suggested!
It does seem the "custom start FY" is a very delicate setting!...I think it's actually a bug (and I am very hesitant to call 'bug'!)
Looking in the workbook XML (it just appears to be part of the usual Meta Data, so no idea why this part would be lost)
I think the suggestion from Deepak is a good one. Do you think that would work? it means the developers would need to know to use that FY field.
I think this is a good solution, but I decided to make changes in the Alteryx workflow. I did attempt the fix you provided, but it led to needing to make other changes in dimensions and I wanted to make sure there would be no errors. The fix in Alteryx did the trick, but then again, the root cause is that when we change the default properties for fiscal year start, it should stay that way, right?
I have a very similar problem with one of my dashboards. I believe it may be due to the datasource being a published datasource perhaps, but yep, every time I refresh the data, the fiscal year start defaults back to Jan (I want it to be August).
Has anybody got any further tips on this?
I have tried Deepak's calc suggestion above, but that doesn't work for me (although I might just be using it incorrectly - I'm just replacing my date field with it).
This is a terrible bug really, and I've tried all of the standard stuff - i.e. changing the fiscal year start month in the date properties, for both the dimension, and in the Data window - and most of the online solutions simply instruct you to do both of these things.
Thought I would try posting here in case anybody has any other suggestions, before I try posting a new thread...