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ajitsawarn
New Member

Regarding adding two different type of financial year in a dashboard.

Hi,

i am creating a dashboard for retailer whose financial year starts in April but manufacturer financial year starts with october and first week of quarter is taken from sunday . Is it is possible to look a dashboard as per both financial year. just by selecting financial year column.

let me clear more.

vendor financial year starts from 1st april whatever the weekday they count weeknumber from that day only but manufacturer financial year starts from October and starting weekday is sunday (i.e if 29th sept is sunday than week 1 will start from that day).

i am dashboarding for client and they have ask to make us that dashboard with manufacturer financial year .So kindly help me regarding this is it is possible to do and how?

3 REPLIES 3
austinsense
Impactful Individual
Impactful Individual

You can totally do this with a small amount of work
 
  • You can create a custom date table where the primary key is "year/day of year" (for example, "20161" through "2016366").
  • Then on your other tables you can create a column that transforms the date into the day of year (for example 4/4/2016 into "20161", 4/5/2016 into "20162", etc).
  • You would create these calculated columns on both your data tables, for the retailer data and the manufacturer data, and then join these to the custom date table.
  • You would then select your financial year column from the custom date table for your reports

 

Let me know if this makes sense

Austin is VP Operations at PowerPivotPro and a professional self-service enthusiast 🙂

Thanks for your valuable suggestions . .
But my query is for my client quarter 1 for fy 16-17 starts from 1/4/2016 and for manufacturer fy starts from October .for manufacturer 3 quarter of fy started from 27-mar- 2016 and client( retailer) want a single dashboard from where they can look their dashboard as per their quarter and manufacturer quarter weekly basis. They don't want two different dashboard. Plz help me regarding this.

Hey, if you want one dashboard then you need to be able to tie your two datasets into one common set of dates - that's what I suggested you do - re-read it, try it, and let me know if it doesn't work.

Austin is VP Operations at PowerPivotPro and a professional self-service enthusiast 🙂

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