7 Replies Latest reply on Jan 29, 2019 11:22 PM by Adam Aliz

    How to achieve YTD,QTD,MTD based on fiscal year.?

    Adam Aliz

      Hi tableaurs,

       

      I have a requirement showing the YTD, QTD, MTD  based on the fiscal year, starting from the month April.

       

      Example : FY 16/17 = April 2016 to March 2017.

      Example : FY 17/18 = April 2017 to March 2018.

       

      YTD. Example. Fy18/19 should start from April month to today's date

       

      QTD. Should start from Quarter based on which quarter it belongs.

      for example. the date i selected is 25 September 2017. It should calculate

      the QTD from July month to 25 september 2017. (September month falls on Q2 based on FYApril)

       

       

      MTD. If the month is june 2017. it should calculate from 01 June 2017 to 25 June 2017.

       

       

       

      • Need to include parameter for YTD, QTD & MTD and also dedicated  filter for year, quarter and month

       

      • In year filter: the value should populate as Fy16/17 (Month calculating from April 2016 to March 2017)

                                                                                 Fy17/18 (Month calculating from April 2017 to March 2018)  

       

       

      • In Quarter filter: the value should populate as Fy16/17 - Q1 (Month calculating from April 2016 to June 2016) 

                                                                                      Fy16/17 - Q2 (Month calculating from July 2016 to September 2016)

                                                                                      Fy16/17 - Q3 (Month calculating from October 2016 to December 2016)

                                                                                      Fy16/17 - Q4 (Month calculating from January 2017 to March 2017)

                                                                                      and so on...

       

       

      • In month filter: the value should populate as   Fy16/17- April 2016

                                                                                     Fy16/17- May  2016

                                                                                    Fy16/17- June 2016 ........ so on until

                                                                                    Fy16/17- March 2017

       

      Please advice how to achieve this. thankyou