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Data Designer Date Filter by Fiscal Year


Userlevel 7
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In Data Designer, you can filter by Calendar Year and Quarter but not Fiscal. This would be great to have by Fiscal as we have our FY from 2/1 - 1/31 instead of calendar.

 

In reporting, this can be done on FY so would be great to have this in DD filtering as well


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Userlevel 7
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@andreammelde thank you for sharing it here, as per my knowledge we have this in our road-map.

I will cross check once again with Product team and ask them to leave a comment here. 

Userlevel 7

Hi @andreammelde 

I will explore more around this one with the team.

Meanwhile, there is a common workaround with SFDC's Period object.

 

 

[SFDC Edition or Hybrid] I’ve had to make use of the Period object and bring in a column that represents the start of the period that contains Jan 1 of the current year and Jan 1 of the next year and then filter on whatever date I have >= Jan 1 of current year and < Jan 1 of next year. Takes a little effort to get it right. It’s also a little easier if you are using Fiscal Year instead of Calendar Year because the period object usually contains fiscal periods.

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