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How to Maintain the Start Month of a Fiscal Year After Updating Data Source


Published: 07 Sep 2021
Last Modified Date: 08 Sep 2021

Question

How to maintain the start date of the fiscal year when updating data sources. For now, even if the start month of the Fiscal Year has been set, after updating the data source, it will automatically return to January.

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Environment

  • Tableau Desktop

Answer

Copy the Date field and set the start month of the Fiscal Year and use this copied filed in a view. Even if the start month of the original Date field return to the default (January), the copied field will remain the setting in the view.

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