Tableau – How to Set Dates to Indian Financial Year 1st April to 31st March to perform Analytics

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How to Set Indian Financial year in Tableau Perform Analytics – Tableau Interview Question & Answers

In many countries the financial year is different as compared to the Calendar year. The Calendar year runs from January to December; but the Financial year runs from April to March like in India. 

So, lets see how this can be achieved in Tableau.

We will be using Sample Superstore data set for this scenario.

Step- 1:

Connect Tableau to the sample excel and drag Orders Table to work on it and Go to the Sheet.

Go to Order Date in the Data Pane, right click on itgo to Default Properties and select Fiscal Year Start and select the Month from which you want to start your Calendar. I have selected April.

After doing the above changes now when we get Order date to the sheet it looks like below:

Step- 2:

Create a calculated field Revised Year. This will arrange all the months in the Fiscal year.

Then, go to this new calculated field Revised Year –> Default Properties — > Fiscal Year and select the same month that you had selected earlier. I am going to select April again here.

Now, if you bring this field- Revised Year to the sheet before the earlier placed Order date, the sheet will look like below:

Step- 3:

Moving ahead, we have to drill down from Year to Month level. So, go to Order Date, right click to go to Create and then to Custom Dates.

We get a dialogue box like below:

Make the below changes in this dialogue box:

After the changes the dialogue box looks like below:

We get a new field in the data pane called Order Date (Month/Year).

Now when we use this field with our earlier placed Revised year and Order Date on the sheet, we get the below viz:

Step- 4:

Finally, we can remove the Order Date from the sheet as this is not required.

So, the final visualization will be like below: