How to Adjust the Fiscal Year Number in Tableau

In this silent video you’ll learn how to adjust the fiscal year number in Tableau.

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Step 1: Create the View

1.In Tableau Desktop, connect to Superstore sample data.
2.In Dimensions, right-click Order Date, and then select Default Properties - Fiscal Year Start - April.
3.Drag Order Date to Rows.

Step 2: Create the Calculated Field

1.Select Analysis - Create Calculated Field.
2.In the Calculated Field dialog box that opens, do the following, and then click OK:
+Name the calculated field. In the example workbook, the calculated field is named Revised Year.
+In the formula field, create a calculated field similar to the following:
DATEADD('year', -1, [Order Date])
3.In Dimensions, right-click Revised Year, and then select Default Properties - Fiscal Year Start - April.
4.Drag Revised Year to Rows.

Step 3: Create a Custom Month/Year
1.In Dimensions, right-click Order Date and select Create Custom Date.
2.In the Create Custom Date dialog box that opens, do the following, and then click OK:
+Name the field. In the example workbook, the calculated field is named Month/Year.
+In Detail, select Month / Year.
3.Drag Month/Year to Rows.
4.Remove Year(Order Date) from Rows.

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