Implementing Fiscal and Calendar Year in the Same Dimension in Bold BI

In Bold BI, it is feasible to apply both a fiscal year and a calendar year to the same dimension for different drill-down paths. This can be particularly useful in creating organizational hierarchies with varying drill-down paths.

Here’s a step-by-step guide on how to apply a fiscal year to the date dimension for different drill-down paths in Bold BI:

1. Create a New Data Source: The first step is to create a new data source that includes the “Date” dimension.

2. Create or Edit a Dashboard: After creating the data source, you can either create a new dashboard or edit an existing one.

3. Assign Data: Drag and drop the “Date” dimension into the widget Assign data section of the dashboard.

4. Access Settings: Click on the settings option in the menu.
   

   

5. Select Fiscal Year: In the Date Settings window, select the fiscal year you want to visualize.
   

   

6. Render Widget: The widget will render based on the month you have selected.
   

   

By following these steps, you can effectively implement a fiscal year and a calendar year for the same dimension for different drill-down paths in Bold BI.