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

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

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

• ###### 1. Re: How to achieve YTD,QTD,MTD based on fiscal year.?

I am not sure how the "today"'s limiting date period range and your date filter work together,

I ignore date filter portion for now.

etc etc

Thanks,

Shin

• ###### 2. Re: How to achieve YTD,QTD,MTD based on fiscal year.?

Thanks for the answer. I would like to ask ,  the year restricting to fy17/18. if i want to view fy16/17 also in my sheet. how to do this?

• ###### 3. Re: How to achieve YTD,QTD,MTD based on fiscal year.?

@ shinichiro Murakami san,

attached is the screenshot. I have clicked the date header field and clicked all the fy,. but data restricting to FY18/19 only. if i want to see for FY17/18. how to do this?

• ###### 4. Re: How to achieve YTD,QTD,MTD based on fiscal year.?

Ah, probably getting understanding.

If this helps, please mark my answer as correct.

Not from inbox, but from original post.

Thanks,

Shin

• ###### 5. Re: How to achieve YTD,QTD,MTD based on fiscal year.?

Thanks for the reply. Appreciate it. Just for my understanding, what is the difference between the workbook you have send first and the second one.

In the first workbook, i have noticed the year filter is sticking to FY18/19. and you need to manually select the today parameter, in order to show the respective FY.

Whereas, in the second workbook, you have created 3 parameter. In which, date header parameter i can

select the respective FY Month.Year or QTD. And, in the today parameter you can choose any date you want

it will show the respective value. although the month in today parameter stick to default.

I greatly appreciate if you could reply to my query. I will mark the answer as correct as it solves my issue.

• ###### 6. Re: How to achieve YTD,QTD,MTD based on fiscal year.?

I changed Date Range filter as I attached formula picture. Title is the same , but formula is different between tow,

and I hope you can interpret what is different from the formula logic.

New

old

If this helped, please mark my answer as correct as forum manner, not from inbox, but from original post.

Thanks,

Shin

• ###### 7. Re: How to achieve YTD,QTD,MTD based on fiscal year.?

Thankyou. i dint noticed this. I could distinguished between both the logic's, its pretty understandable.

Thankyou very much.