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Set the Fiscal Year as the Date in the Middle of the Month


Published: 28 Oct 2022
Last Modified Date: 31 Oct 2022

Question

How to set the fiscal year as the date in the middle of the month.

For example:
FY2022 = From 4/16/2021 To 4/15/2022
or
FY2021 = From 4/16/2021 To 4/15/2022
 

Environment

  • Tableau Desktop

Answer

Option 1 

1. Connect to Sample - Superstore data.
2.  Create a new calculated field as follows:
     Name : Fiscal Year(Option 1)
     Calculation : IF MONTH([Order Date]) = 4
                          AND DAY([Order Date]) <= 15
                          THEN DATE(DATEADD ('year', -1, [Order Date]))
                          ELSE [Order Date]
                          END
3. Right-click on Fiscal Year(Option 1) then select Fiscal Year Start > April.
4. Drag Order Date to Rows then right-click and select Order Date > Discrete.
5. Drag Fiscal Year(Option 1) to Rows and drill down to MONTH.

Confirm that 4/16/2021 to 4/15/2022 is FY2022.

Option 2 

1. Connect to Sample - Superstore data.
2.  Create a new calculated field as follows:
     Name : Fiscal Year(Option 2)
     Calculation : IF MONTH([Order Date]) = 4
                          AND DAY([Order Date]) <= 15
                          THEN DATE(DATEADD('year', -2, [Order Date]))
                          ELSE DATE(DATEADD('year', -1, [Order Date]))
                          END
3. Right-click on Fiscal Year(Option 2) and select Fiscal Year Start > April.
4. Drag Order Date to Rows then right-click and select Order Date  > Discrete.
5. Drag Fiscal Year(Option 1) to Rows and drill down to MONTH.

Confirm that 4/16/2021 to 4/15/2022 is FY2021.

 
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