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It is sometimes desirable to display month names instead of month numbers in your charts. Month numbers can be especially confusing when you are using fiscal years. For example "2024-01" ... Is it January? Or is it July, when the company= fiscal year starts? As obvious as it sounds, it is not easy to achieve this in Salesforce CRM Analytics . There are two ways to achieve this: using a recipe or employing SAQL (Salesforce Analytics Query Language) . Two ways to skin a cat To showcase both techniques we will visualize Opportunity expected amounts grouped by year and month. In the first method we will use a recipe to create an extra field with a month name . In the second method we will include case method into the query itself . Recipe We require data from Opportunity object , specifically Close Date and Expected Amount fields. Create a Connection and synchronize the data. Create a new Recipe with Opportunity connected dataset as an input. Add a transfor