Drill Down from Financial Year to month starting with first month in financial year

Laura Corbet shared this problem 7 months ago
Resolved

We have a financial year starting July 1 Yearn ending Jun 30 Yearn+1

Financial year is calculated by: FY = YEAR(DATEADD(month, 6, rev_timein))

Then, use date parts OR the Date Function to get the Quarter (optional), Month, Day.

The problem is that the System sorts Month by FY, but then when drilling down, it sorts by calendar month so the output is, for example FY 2020:

Jan2020, Feb2020, Mar2020, Apr2020, May2020, Jun2020, Jul2019, Aug2019, Sept2019, Oct2019, Nov2019, Dec2019.

Obviously, it is ideal if it sorts:

Jul2019, Aug2019, Sept2019, Oct2019, Nov2019, Dec2019, Jan2020, Feb2020, Mar2020, Apr2020, May2020, Jun2020

If I insert a stand alone YEAR column, then when drilling down:

FY2020

Year 2019 2020

metric agg2019 agg2020 <--- We want this still aggregated for FY 2020, not broken out by year.


Thank you for any assistance.

Laura Corbet

Comments (6)

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Hi Laura,

Thanks for reaching out to support with your issue. Are you able to provide screenshots of the behavior and a copy of your <url>/info.jsp page for reference?

Thanks,

Eric

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HI Eric,


I am attaching some screen shots

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I do not know how to give you <url>/info.jsp page.

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Hi Laura,

in my lab instance this url is http;//localhost:8080/info.jsp. You should be able to see the same information appending the base URL of your yellowfin server, eg yellowinserver.com.

You can also find this information in the Admin Console, we are looking for System and License Information pages.


/311ba290ae40e517ef5374d69136c9ad

Thanks,

Eric

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Eric,


Please see attached.

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And also attached.

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Hi Laura,

Thanks for the additional information. As a licensee of our partner Credible, our partnership agreement states that application support is limited to direct requests from them. I'll have to ask you to take this request to the Credible support team; if they are unable to resolve we can assist via that channel. Hope this makes sense. I'll go ahead and close this ticket off at this time.

Thanks,

Eric

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If Credible was a good source of information then I would ask them. I thought this was a “forum” for end users to discuss problems and get solutions? Obviously at least one other person is interested in the answer to this question.

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Hi Laura,

Thanks for the reply. This type of content creation assistance is reserved for our consulting department, but I'll leave it open to community input.

Thanks,

Eric

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Hi Laura,

We've reached out to Credible's account manager to inform them of this issue. Credible should be reaching out for additional assistance shortly. I will mark this problem as Resolved at this time.

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Hi Eric,

I've communicated this issue with Credible as asked. What no one seems to tell me is if this is a design issue, OR an implementation issue, OR just lack of knowledge. Thanks.

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