Fiscal year/quarter for CSV cube

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Q&A Bot

Jul 9, 2021, 8:10:23 AM7/9/21

Q: I am using seektable for annual sales report.
I need data on table as fiscal year.

Usually fiscal date is calculated as a shift for N month from the actual (calendar) date.
For example, if fiscal year starts in October, date should be shifted for 3 months -- for example, 2019 October should be shown as part off FY20 Q1.

To calculate fiscal year in CSV-based cube you may add a dimension with a row-level calculation like that:

  • Dimension name: fiscal_year
  • Parameters: Column["Transaction Date"].AddMonths(-3).Year
(More on CSV row level calculations: "Calculated columns" section)

In the similar way it is possible to define a dimension for fiscal quarter:
  • Dimension name: fiscal_quarter
  • Parameters: Date.Quarter(Column["Transaction Date"].AddMonths(-3))

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