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.