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Anonymous's avatar
Anonymous
Not applicable
4 years ago
Solved

Fiscal year forecasting analytics

Is it possible to create a Line Graph with Fiscal Year in the x-axis and have a Forecast of the values? It works fine with other Date types, but not with FY that I have added as a column in my Calendar table.

  • OK, here goes...

    Have your Fiscal year column as whole number.

    Select the column and in the Format window type in your FY format. In my case "FY"00 to get

    Even though it looks like the column is now type text, it is actually still a whole number. You can now use the column in the axis and add the forecast :

     

8 Replies

  • Anonymous forecasting only works if you have a date or numeric field on the x-axis.

     

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    • Anonymous's avatar
      Anonymous
      Not applicable

      Thanks. Is there a workaround that I can use where I assign numeric values to the FY, but then show the actual FY in the x-axis labels. Is that possible?

  • Anonymous unfortunately not, not I'm aware and can think of.

     

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    • PaulDBrown's avatar
      PaulDBrown
      Community Champion

      I don't have acces to Desktop, but won't including the date field and Fiscal Year on the axis work? And the drill down to FY?

      • Anonymous's avatar
        Anonymous
        Not applicable

        The moment I add FY to the axis, the Forecast functionality gets disabled.