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Changing Fiscal Month Start Date


Published: 10 Feb 2014
Last Modified Date: 31 Oct 2016

Question

How to change the date on which the fiscal month starts.

Environment

Tableau Desktop

Answer

Use the following procedure to change the default start date for the fiscal month. Follow along with the attached workbook.

Step 1: Create the Fiscal Year Start and End Date Parameters

  1. Right-click in the Data window and then select Create Parameter.
  2. In the Create Parameter dialog box, name the parameter. In the example workbook, the parameter is named CFY Start.
  3. Under Data Type, select Date, under Allowable values, select All, and then click OK.
  4. Right-click the parameter and then select Show Parameter Control.
  5. Repeat steps 1-4 to create a CFYTD End parameter.

Step 2: Create Calculated Fields

  1. Select Analysis > Create Calculated Field.
  2. In the Create Calculated Field dialog box, name the field. In this example, the calculated field is named FMTD Sales Current.
  3. In the formula field, type the following formula and then click OK:
     IF DATEDIFF('month',[Order Date],[CFYTD End]) <> 0 THEN NULL
    ELSEIF [Order Date] > [CFYTD End] THEN NULL
    ELSE [Sales] END
  4. Repeat steps 1-3 to create a FMTD Sales Previous calculated field with the following formula: 
    IF DATEDIFF('month',[CFYTD END],[Order Date]) <> -12 THEN NULL
    ELSEIF [Order Date] > DATEADD('month',-12,[CFYTD End]) THEN NULL
    ELSE [Sales]
    END

Step 3: Create the View

  1. Drag Year and Day to Columns.
  2. Drag Month, FYTD Sales Current, and FYTD Sales Previous to Rows.
  3. If necessary, change the view to Bar chart. The view may default to Line.
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