Fiscal years are typically numbered based on the calendar year in which the FY ends. Thus a fiscal year that ends March, 2019 would be FY19. That is why Tableau is doing it this way. So you may need to create a calculated field to get your actual fiscal year. Unfortunately, this is not a simple as subtracting 1 because calculated fields showing YEAR([Date]) will actually calculate based on the actual date value, rather than the fiscal year (all very confusing). So, I'd suggest that you create a calculated field like the following:
This should give you the Fiscal Year you're looking for.
See attached workbook.
Thanks Ken. Greatly appreciate the insight. Just wandering how this would work with variance and growth calculations? Would there be a need to do a similar calculation for Quarter and Months?
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Yeah, I think you'd probably need to do separate calculations for Quarter and Month for you to be able to make this work properly. Try these:
IF MONTH([Date])-3 <=0 THEN
IF MONTH([Date]) >=4 AND MONTH([Date])<=6 THEN
ELSEIF MONTH([Date]) >=7 AND MONTH([Date])<=9 THEN
ELSEIF MONTH([Date]) >=10 AND MONTH([Date])<=12 THEN