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Define Custom Start and End Dates for Fiscal Months


Published: 04 Sep 2014
Last Modified Date: 24 Feb 2017

Issue

How to define custom start and end dates for fiscal months, i.e. the fiscal month of September is September 5th to October 5th.

Environment

Tableau Desktop

Resolution

Use calculated fields to define a fiscal month for the desired measure.

For example, Fiscal September Sales:
IF (DATEPART('month',[Order Date])=9 AND DATEPART('day',[Order Date])>5)
OR (DATEPART('month',[Order Date])=10 AND DATEPART('day',[Order Date])<6) THEN [Sales] END

Cause

The ability to define custom start and stop days for fiscal months is functionality that is not currently available in Tableau Desktop.
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