Fiscal Date preset

Fiscal Date Presets allow filtering based on Fiscal Year, Fiscal Quarter, or Fiscal Month instead of the regular calendar periods. These presets depend on the fiscal start month defined in the Date Filter’s settings—useful for organizations that don’t follow the Jan–Dec calendar.

Configuration Steps:

1. Set the Fiscal Start Month from the Format Pane → Date Filter → General section.

2. Open Preset List via the three dots menu on the preset bar.

3. Click Add Preset to open the configuration screen.

4. Select Type as Date and provide the preset a name.

5. Pick a preset style.

6. In the Date Condition dropdown, choose from This, Last, Next, or Rolling Date.

7. From the Period dropdown, select one of the fiscal-based options:

   • Fiscal Year

   • Fiscal Quarter

8. Enter the number of periods you want to filter.

9. After configuring presets click "OK" to save the presets to the Preset Bar.

10. Click the Cancel button to discard any edits or newly added presets without saving them.

Calendar Month and Calendar Week options are only available when using the Last or Next conditions.

Examples:

• This Fiscal Year (with Fiscal Start Month = April): Filters from April 2025 to March 2026 (if today is June 2025).

• Next 2 Fiscal Quarters: Filters from July to December 2025.