Enable "Financial Year"?

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What does this do? Set the fiscal year to start at the specified month?
So if I set it to May, and queried Athena YTD, it would go from May ## - May ##+1 ?

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Hello @michael.niven, by toggling the option Enable Financial Year, you can select a specific month from which to start calculating the financial year. This will be the starting point for any date range queries you make. For example, if you choose April as your starting month and ask for the revenue for 2020 by month, the calculation will cover the period from 1st April 2020 to 31st March 2021, rather than the usual January to December timeframe.

Screenshot from 2023-02-25 08-56-17

If you ask for year-to-date (YTD) revenue, Athena will calculate the date range from the start of the current financial year (1st May 2022) up until the present day. However, if you prefer to use the default calendar year calculation, you can explicitly specify this in your query, for instance, by asking for Revenue for calendar year 2020 by month.

Screenshot from 2023-02-25 08-56-54

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I have two questions in this regard,

  1. Assuming we are in Nov 2022 and Oct is set as FY while Training athena, when the user asks year questions, it picks up 2022 Oct to 2023 Sep and not 2021 Oct to 2022 Sep. Hope my understanding is correct.
  2. When we set Financial Year in a Metric Field, how does that affect the response while asking athena that particular metric field?
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Hello @james.sabarimuthu,

  1. Regarding your first question, if you set October as the starting month for your fiscal calculation, then your understanding is correct. If you ask for the revenue for this year, Athena will consider the period from October 2022 to September 2023 because the current financial year has already started, assuming that the current month is November 2022.

  2. For your second question, we offer a feature where you can create a smart view using an SQL query. If your query includes a metrics column and you want to dynamically represent its column header as the year, you can assign the alias FY0 to the metrics column. When you request the smart view in the web chat, FY0 will be converted to 2022, based on the financial year offset you have set in the configuration.

Screenshot from 2023-02-25 22-46-29
Screenshot from 2023-02-25 22-46-29709Ă—144 8.87 KB

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Great… So dynamic column name is possible which enables users to use flat tables in UI with dynamic column names which otherwise would be slow to render using pivot tables…

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