Tableau| Fiscal Year vs Calendar Year

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  • Опубліковано 20 гру 2024

КОМЕНТАРІ • 3

  • @sumitchaudhari5815
    @sumitchaudhari5815 10 місяців тому +2

    even if we converted column to fiscal year the calculations for ytd, mtd, qtd, and other are not working as calender year e.g. for ytd year(date)=year(today) takes only from jan 2024 till date same for other.so i tried this it worked for ytd fiscal year april to march till date means todays date
    SUM(IF MONTH([cur_date])>=4 AND YEAR([cur_date])=YEAR(TODAY())-1
    OR
    YEAR([cur_date])=YEAR(TODAY())
    AND
    [cur_date]

    • @TechiRahul
      @TechiRahul  10 місяців тому

      Might need to tweak a Lil to fill all conditions

  • @tapanshah8061
    @tapanshah8061 10 місяців тому

    Hi, I am just curious for the calculation you created for fiscal year.
    How is it considering January of next year ? your conditon says month(order date)>=4... where as the month of january is 1... it is not grater than 4. still how the next year january is populating