I have a field named Finacial month (1-12 where 1 rep April and 12 rep march ) and financial year but gave it as a measure and i need to convert it into date and then based on the financial month and year i need to filter the data
i have done it but i dont get the data when i select april -2025 insted it take the usual transaction year as input like 1-january
Hi @Preethika T !
Sorry for the late reply because of time difference!
I created a calculation called [Financial Date] in the attached file using MAKEDATE() as we discussed before. Noted that fiscal year only reflected in YEAR() and QUARTER(), not MONTH(), which means it's still showing the calendar months. So if you set the fiscal year start month as April for [Financial Date] and filter Q1 FY2024, it will show you data from April to June as below.
You could check the specifics on https://help.tableau.com/current/pro/desktop/en-us/dates_fiscal.htm#:~:text=For%20each%20date%20dimension%2C%20you,depends%20on%20the%20specific%20case .
Best Regards,
Yuki
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p.s.: If you finds my answer helpful, please feel free to select it as your best answer! Thanks so much!