on 23 Mar 2016 17:11:29
It would be very useful if we could set our fiscal year somewhere and have that utilised by charts. This could possibly be done either as a global setting or per chart.
Currently to display fiscal year in a coherent way on visualisations we have to add a custom column to our date tables that will generate an appropriate label for charts e.g. (01) - Oct, (02) - Nov if your fiscal year starts in Oct.
It would be much friendly if we could instruct visualisations where our fiscal year begins and have them intelligently label axis.
I've noticed that if you are using a date field on the axis then visuals will change the labels based on various factors. For example for a certain period it may show individual dates, or months, or years depending on the size of the chart and other factors.
This doesn't work with custom labels though and because you cannot add two labels to an axis e.g. months AND years I cannot have a chart easily stretch and represent a period longer than a year when using fiscal year labels.
Hope this makes sense :-)
- Comments (25)
RE: Fiscal Year Customisation for Visualisations
yes, a fiscal year slicer that allows the user to set the fiscal year beginning month would be very helpful. the option to show fiscal year quarters would be an added bonus.
RE: Fiscal Year Customisation for Visualisations
The Timeline custom visual must support Fiscal Years just the way Datazen does. The system could ask for the fiscal start date and calculate accordingly.
RE: Fiscal Year Customisation for Visualisations
We want to show months according to the fiscal month number rather calendar month number. When we populated the data in a table visualization it was ordered according to the fiscal month number. But when we switched to graphs the ordering changed according to calendar year
RE: Fiscal Year Customisation for Visualisations
You can already do this. Add a numerical column to your Date table that defines the sorting order you need, and use the 'Sort by Column' feature.
RE: Fiscal Year Customisation for Visualisations
Many organisations have fiscal year ends which differ from their calendar year end. Is it possible to customise the slicer with an option to show years and quarters for a fiscal year end for e.g. like 30 Sept?