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?
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.