Monthly Indicator - how to filter to current fiscal year.

[James160]

Hi team,

I've created a monthly indicator to show project planned cost by monthly.
As the fiscal start month is April, I would like to have a line starting from April.

Although I have set the Time Series to "Fiscal year to date SUM", the line still shows the data from Feb-21.

And I couldn't find somewhere to filter the data to "fiscal year" in the data period of widget.

Could you please help?

[James160]

Neither could I filter the indicator source to this fiscal year...

Please help!

[James160]

Another problem, 

since the fiscal year is from 2021.4.1 to 2022.3.31, the score of 2022.1 should be 7000.

however, it's 0 now, which means the fiscal start month is still January!

I'm confused as I have set start month to April...

Please advise! thank you.

[jeffrubinoff]

Do you have a Fiscal Year beginning 1 April defined as a Business Calendar on your instance? Ask your platform sys admin, and see Creating business calendars. If this is your company's fiscal year, I would expect someone has already defined this.

Once you have a business calendar matching your fiscal year, use that calendar to define the indicator source and in subsequent indicators. 

[jeffrubinoff]

I quite missed that you also set the beginning of the fiscal year with the property com.snc.pa.fy_start, in the Performance Analytics Properties.