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.
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.
001458549
1446 KB

We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.