1 Reply Latest reply on May 3, 2018 9:42 PM by kumar bharat

    Is there a way to set Parameter (Data Type: Date) to Display Data Source Fiscal Years when Display is Quarter?

    mark.bittelari

      I have a Dashboard that utilizes many different date fields (I deal with sales stages). I currently have to hardcode a lot of Date Filters and continuously update the Parameter field as a string (adding FY19 Q1, FY19 Q2,....etc.) as each new Quarter occurs. This is not ideal and would love to be able to use a Date Range Parameter that rules them all. However, the Display format does not recognize my sources' Fiscal Year.

       

      The Below reflects FY18 - Q2 for April 1, 2018, however, it is my company's FY19-Q1. Is there a way to set the Parameter FY format?

       

      I know that I will still have to go into the workbook and increase the limits periodically, but the below displaying the correct FY/Q would at least save me a few steps.

       

      But, if anyone has any examples where 1 Filter or 1 Parameter can trigger many different Date Fields of a Dashboard and roll over each Quarter/Month, I would love to see it. 

       

      I currently have to do something like the following, as ONE Filter, updating each quarter:

       

      ([Quarter Select] = "Q1 FY16" AND [Sales Qualified Date] >= MAKEDATE(2015,4,1) AND [Sales Qualified Date] <= MAKEDATE(2015,6,30))

      OR

      ([Quarter Select] = "Q2 FY16" AND [Sales Qualified Date] >= MAKEDATE(2015,7,1) AND [Sales Qualified Date] <= MAKEDATE(2015,9,30))

      OR

      ([Quarter Select] = "Q3 FY16" AND [Sales Qualified Date] >= MAKEDATE(2015,10,1) AND [Sales Qualified Date] <= MAKEDATE(2015,12,31))

      OR

      ([Quarter Select] = "Q4 FY16" AND [Sales Qualified Date] >= MAKEDATE(2016,1,1) AND [Sales Qualified Date] <= MAKEDATE(2016,3,31))

      OR

      ([Quarter Select] = "Q1 FY17" AND [Sales Qualified Date] >= MAKEDATE(2016,4,1) AND [Sales Qualified Date] <= MAKEDATE(2016,6,30))

      OR

      ([Quarter Select] = "Q2 FY17" AND [Sales Qualified Date] >= MAKEDATE(2016,7,1) AND [Sales Qualified Date] <= MAKEDATE(2016,9,30))

      OR

      ([Quarter Select] = "Q3 FY17" AND [Sales Qualified Date] >= MAKEDATE(2016,10,1) AND [Sales Qualified Date] <= MAKEDATE(2016,12,31))

      OR

      ([Quarter Select] = "Q4 FY17" AND [Sales Qualified Date] >= MAKEDATE(2017,1,1) AND [Sales Qualified Date] <= MAKEDATE(2017,3,31))

      OR

      ([Quarter Select] = "Q1 FY18" AND [Sales Qualified Date] >= MAKEDATE(2017,4,1) AND [Sales Qualified Date] <= MAKEDATE(2017,6,30))

      OR

      ([Quarter Select] = "Q2 FY18" AND [Sales Qualified Date] >= MAKEDATE(2017,7,1) AND [Sales Qualified Date] <= MAKEDATE(2017,9,30))

      OR

      ([Quarter Select] = "Q3 FY18" AND [Sales Qualified Date] >= MAKEDATE(2017,10,1) AND [Sales Qualified Date] <= MAKEDATE(2017,12,31))

      OR

      ([Quarter Select] = "Q4 FY18" AND [Sales Qualified Date] >= MAKEDATE(2018,1,1) AND [Sales Qualified Date] <= MAKEDATE(2018,3,31))