Last Modified Date: 20 Jul 2023
Environment
Tableau DesktopAnswer
In the attached sample workbook, the fiscal year starts on June 1st.Option 1: Using Parameter
- 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
- Right-click the Select FY parameter and click Show Parameter Control.
- 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
ELSE YEAR([Order Date])
END
- 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- Create a calculated field named FY Filter with the following formula.
[Select FY Conversion]=STR([FY]) - Place Sales to Columns and Order Date to Rows, then expand to the month level.
- Place FY Filter to Filter and select True.
- 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 - Place Sales to Columns and Order Date to Rows, then expand to the month level.
- Place FY to Filters and set Top 1 by FY, Maximum.
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