---
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id: b35b879c32b77ae5c670948a20a9a6b1879c86d95a850c8a5032244a2e2fff73
title: Fiscal Dates
collection: tableau
version: current
locale: en-us
portal_url: https://docs.salesforce.com/tableau/current/en-us/pro/desktop/dates_fiscal.md
canonical_url: https://help.tableau.com/current/pro/desktop/en-us/dates_fiscal.htm
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content_hash: dec70c9f2f1759d9f83e1c7000e571c74d8c547544d7f1ca0bd1acd777611023
description: Display dates using fiscal-year equivalents by setting a fiscal year start month on the data source.
---
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# Fiscal Dates

In some situations, a date field needs to be expressed in terms of an organization's fiscal year. Calendar years run from January 1st until December 31st, but an organization's fiscal year might start in a different month. For example, a company's fiscal year might run from June 1st through May 31st. In such cases, it's appropriate to display some date values in a view using fiscal equivalents (Fiscal Year, Fiscal Quarter, and Fiscal Week Number) rather than their calendar equivalents.

To set the fiscal year start month for a data source, follow these steps:

1. Right-click (Control-click on Mac) the data source in the Data pane to open the Date Properties dialog box.
2. Set the Fiscal year start field to the appropriate month.

For each date dimension, you set the fiscal year start-month separately. In the Data pane, right-click a date dimension (Ctrl-click on Mac), and select Default Properties > Fiscal Year Start.

Whether a given level of a date dimension is affected by the use of the Fiscal Calendar depends on the specific case.

<table class="table--plain">
                    <thead>
                        <tr>
                            <th>Date Level</th>
                            <th>When Converted to Fiscal</th>
                        </tr>
                    </thead>
                    <tbody>
                        <tr>
                            <td>Year</td>
                            <td> Reflects the fiscal year. For example,
if <span class="uicontrol">Fiscal year start</span> is set to April, the year for the date June 1, 2004 would be shown as FY 2005.</td>
                        </tr>
                        <tr>
                            <td>Quarter</td>
                            <td>
                                <p> The Quarter reflects the fiscal quarter. For example,

if <span class="uicontrol">Fiscal year start</span> is set to April, the quarter for the date June 1, 2004 would be Q1.</p>
                            </td>
                        </tr>
                        <tr>
                            <td>Month</td>
                            <td> No change in behavior. The calendar month is
the same as the fiscal month.</td>
                        </tr>
                        <tr>
                            <td>Day</td>
                            <td> No change in behavior. The calendar day is
the same as the fiscal day.</td>
                        </tr>
                        <tr>
                            <td>Hour</td>
                            <td> No change in behavior. The calendar hour is
the same as the fiscal hour.</td>
                        </tr>
                        <tr>
                            <td>Minute</td>
                            <td> No change in behavior. The calendar minute
is the same as the fiscal minute.</td>
                        </tr>
                        <tr>
                            <td>Second</td>
                            <td> No change in behavior. The calendar second
is the same as the fiscal second.</td>
                        </tr>
                        <tr>
                            <td>Week Number </td>
                            <td>
                                <p> The Week Number reflects the fiscal week number. For
example, 
if <span class="uicontrol">Fiscal year start</span> is set to April, the week number for the date April 1, 2004 would be 1.</p>
                            </td>
                        </tr>
                        <tr>
                            <td>Weekday</td>
                            <td> No change in behavior. The calendar weekday
is the same as the fiscal weekday.</td>
                        </tr>
                        <tr>
                            <td>MM/YYYY</td>
                            <td> No change in behavior. This date format always displays
calendar dates, even when a fiscal year has been assigned.</td>
                        </tr>
                        <tr>
                            <td>M/D/Y</td>
                            <td> This date format always displays Calendar dates, even
when a fiscal year has been assigned.</td>
                        </tr>
                    </tbody>
                </table>

The only date levels that explicitly indicate that the fiscal calendar is in use are the Year and Quarter level. Specifically, fiscal years and quarters are shown with the FY prefix. This is not true for fiscal months or week numbers, however, which are not shown with any special fiscal markings.

Fiscal year designations for any given date dimension are applied to all instances of the field in the Tableau workbook. Fiscal dates can only be applied to dimensions in a relational data source.

Fiscal year formatting is applied to all date formats that include a year, or a year and a quarter. In particular, if you apply a custom date format, and only use the "y" and "q" placeholders, then `FY` will be prepended to each year.

## Date Levels

When a date dimension is using a fiscal calendar, only the following date parts and truncations present in the view will reflect the fiscal calendar:

<table class="table--plain"><tbody><tr class="TableStyle-Basic-Border-Body-Body1"><td><b>Date part or truncation</b></td><td><b>When using a fiscal calendar</b></td></tr><tr class="TableStyle-Basic-Border-Body-Body1"><td>Year date part</td><td><span class="uicontrol">Fiscal year start</span> is set to April, the year for the date June 1, 2004 would be shown as FY 2005.</td></tr><tr class="TableStyle-Basic-Border-Body-Body1"><td>Quarter date part</td><td><span class="uicontrol">Fiscal year start</span> is set to April, the quarter for the date June 1, 2004 would be Q1.</td></tr><tr class="TableStyle-Basic-Border-Body-Body1"><td>Week Number date part</td><td><span class="uicontrol">Fiscal year start</span> is set to April, the week number for the date April 1, 2004 would be 1.</td></tr><tr class="TableStyle-Basic-Border-Body-Body1"><td>Year date truncation</td><td><span class="uicontrol">Fiscal year start</span> is set to May, the date June 1, 2004 would become May 1, 2004.</td></tr><tr class="TableStyle-Basic-Border-Body-Body1"><td>Quarter date truncation</td><td><span class="uicontrol">Fiscal year start</span> is set to July, the date June 1, 2004 would become April 1, 2004.</td></tr></tbody></table>