Workbooks Connected to Published Data Sources Lose Custom Fiscal Year or Week Start After Publishing

Issue

When a custom fiscal year or week start is set in a workbook connected to a published data source, the custom fiscal year or week start is lost after the workbook is published.

Environment

Tableau Desktop
Tableau Server
Tableau Online
Published data sources

Resolution

Option 1: Duplicate Date Field

Right-click the date field in the data pane and select Duplicate...
Right-click the duplicate date field, and select Default Properties > Fiscal Year Start > check desired fiscal year start

NOTE: Tableau will not use the data source fiscal year start for a date field unless that is the checked option.

Option 2: Create a Local Copy of the Data Source

Navigate to Data > {data source name} > Create Local Copy...
Navigate to Data > Replace Data Source...
In the Replace Data Source dialog, replace the published data source with the local copy
Right-click the date field in the data pane for the local data source, and select Default Properties > Fiscal Year Start > check desired fiscal year start

NOTE: Once the change has been created in the local copy of the data source, the data can be republished and will retain the fiscal year start. See Editing a Published Data Source.

Cause

During publishing the data source sync will prioritize the published data source properties of any shared fields over the workbook properties. Therefore, permanent changes to a published data source field can only be committed by localizing a copy of the field to the workbook (ie create a workbook-only field which does not sync with the published data source) or editing and republishing the data source itself (so that the desired properties are part of the data source).