Forum Discussion

pennyk's avatar
pennyk
New Member
8 years ago

change time intelligence using fiscal year

Is there a way to configure the date hierarchy to use a fiscal year rather than calendar year?
v-piga-msft's avatar
v-piga-msft
Icon for Resident Rockstar rankResident Rockstar
8 years ago

Hi pennyk,

 

We could create the fiscal year column and create the custom date hierarchy with fiscal year.

 

 

If you still need help, please share some data sample and your desired output so that we could help further on it.

 

Best Regards,

Cherry

pennyk's avatar
pennyk
New Member
8 years ago

Thanks for the reply Cherry. I would like to create a new date hierarchy based on FY beginning July 1 but I would like it to apply for all date columns, so will I have to create a hierarchy for each date column? I was hoping for something more global.

  • v-piga-msft's avatar
    v-piga-msft
    Icon for Resident Rockstar rankResident Rockstar
    8 years ago

    Hi pennyk,

     

    I'm a little confused about your scenario. 

     

    If it is convenient, could you share some data sample and your desired output so that we could help further on it?

     

    Best  Regards,

    Cherry

    • pennyk's avatar
      pennyk
      New Member
      8 years ago

      I would like the date hierarchy to show the fiscal year and month for all dates, not just a one-column at-a-time fix...

      Imagine a data set that tracks how often a member is contacted. It might contain a Last_Contacted_date, Next_contact_date, Solicitation_date and so on. All these date columns should have a hierarchy based on fiscal year beginning July 1.

      September 11, 2018 has year 2019, and month 3 based on fiscal year beginning July 1.