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Display Current Fiscal Year Data By Default


Published: 05 Jun 2017
Last Modified Date: 08 Jun 2017

Question

How to filter a view to the current fiscal year by default.

Environment

Tableau Desktop

Answer

In the attached sample workbook, the fiscal year starts on June 1st. 
Option 1: Using Parameter
  1. Create Select FY parameter with the following settings. 
  • Data type: String 
  • Current Value: This Year 
  • Allowable values: List 
  • List of values: This Year, 2013, 2014, 2015, 2016 and 2017 
  1.  Right-click the Select FY parameter and click Show Parameter Control.
  2.  Create a calculated field named as FY with the following formula. 
IF MONTH([Order Date]) >= 6 THEN YEAR([Order Date])+1 
ELSE YEAR([Order Date]) 
END 
  1. Create a calculated field named Select FY Conversion with the following formula. 
IF [Select FY]="This Year" THEN STR({FIXED:MAX([FY])}) 
ELSE [Select FY] END
  1. Create a calculated field named FY Filter with the following formula. 
[Select FY Conversion]=STR([FY]) 
  1. Place Sales to Columns and Order Date to Rows, then expand to the month level.
  2. Place FY Filter to Filter and select True
Option 2: Using Top 1 Filter
  1. Create a calculated field named FY with the following formula.  
IF MONTH([Order Date]) >= 6 THEN YEAR([Order Date])+1 
ELSE YEAR([Order Date]) 
END 
  1. Place Sales to Columns and Order Date to Rows, then expand to the month level.
  2. Place FY to Filters and set Top 1 by FY, Maximum.
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