[Explore] Enter Financial Quarters or Years | The place for Zendesk users to come together and share
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Mitchell12
July 18, 2022
Question

[Explore] Enter Financial Quarters or Years

  • July 18, 2022
  • 6 replies
  • 71 views

Has anyone figured out a way to enter custom date groups/ranges? I'm looking to create some reports but with the financial year and quarter being used on the X axis but struggling.

I've tried creating groups for the months, and naming them Q1, Q2... but the idea falls over because our financial quarters overlap the calendar years (2022 May 1st to 2023 April 30th).

Kind regards,

 

      6 replies

      Amy37
      Amy37
      July 19, 2022

      Following this one! We also use Financial year and doing Explore dashboards and schedule reports is a complete nightmare right now!

      M
      Mitchell12Author
      July 26, 2022

      @amy37

      Hey Amy, I just thought I'd share a solution. You can use the following:

       

      FISCAL_YEAR(_date,_start_month) or FISCAL_QUARTER(_date,_start_month) to create custom attributes e.g. FISCAL_QUARTER([Ticket created - Date],"April") will start Q1 with April. You can then add the same for FISCAL_YEAR. You can then do the same for ticket solved, ticket updated etc.

      More info here: https://support.zendesk.com/hc/en-us/articles/4408834558746-Explore-functions-reference

      Brett Bowser
      Brett BowserCommunity Manager
      Community Manager
      July 27, 2022

      Thanks for taking the time to share this @mitchell12!

      M
      Mitchell12Author
      July 28, 2022

      @brett13 credit goes to Gavin and your tier 3 who helped!

      S
      Stefan12
      April 17, 2025

      Hi all,

      is there a way, to custom sort the months on the X-axis based on the start month of the fiscal year?

      Our fiscal year starts on August, so in a monthly report, it should look like this:

      As an additional attribute for sure, we use FISCAL_YEAR(_date,_start_month)  on the line level.

      Thanks

      Stefan

      Elaine14
      Elaine14Employee
      Employee
      June 21, 2025
      Hi Stefan,
       
      Thanks for your question. To custom sort the months on the X-axis starting from August for your fiscal year, you might want to try using ordered sets in Zendesk Explore. Ordered sets allow you to define a custom sort order for your dimension values, which would work perfectly for this use case.
       
      Here is a helpful article on how to use renamed and ordered sets to change displayed values and sort order in Explore:
      Explore recipe: Using renamed and ordered sets to change displayed values
       
      Using an ordered set, you can specify the month order beginning with August and have your report display the months correctly along the X-axis.
       
      I hope this helps!
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