1 Reply Latest reply on May 16, 2019 10:17 AM by Daniel Stanish

    Custom FY for sheets

    sunil joshi

      Hi All,

      How I can create Custom fiscal year headers in the tableau. Right now, below is the current header but I want to create it like FY 2016-2017, FY 20117-2018, and FY 2018-2019.

      Please suggest how to do that.

      Sorry can't upload workbook it is too heavy.

       

      Thanks in advance!!

      Regards

      Sunil

        • 1. Re: Custom FY for sheets
          Daniel Stanish

          Good day Sunil.

           

          I'd suggest two calculations. The first to compute the fiscal year as a number. The second takes the number, and generates the range.

           

          [FY (Number)] (assumes fiscal year begins in July):

          YEAR([Order Date]) + IF MONTH([Order Date]) >= 7 THEN 1 ELSE 0 END

           

          Change the 7 (July) to whatever month your fiscal year begins in. Next generate the header:

           

          [FY Header]:

          'FY ' + STR([FY (Number)]) + '-' + STR([FY (Number)]+1)

           

          Results:

          or using Superstore data:

           

          Does this help?

           

          Best regards,

           

          -Dan