Forum Discussion
Allocating Revenue by Month
Anonymous,
Glad you found the calculated table helpful. I believe the simplest approach would be to add the columns Fiscal Year and Fiscal Month to your Date table. Then, create a relationship between the calculated table and the Date table (using the Date column in each table). Now you can create a visual and filter/slice on Fiscal Year/Month.
If you could provide a mockup of the desired result for a particular project, I'll take a look.
Super UserAnonymous,
Glad you found the calculated table helpful. I believe the simplest approach would be to add the columns Fiscal Year and Fiscal Month to your Date table. Then, create a relationship between the calculated table and the Date table (using the Date column in each table). Now you can create a visual and filter/slice on Fiscal Year/Month.
If you could provide a mockup of the desired result for a particular project, I'll take a look.
I actually did just that (I tried to post it, but it didn't go through... sorry)