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JessicaM's avatar
JessicaM
Frequent Visitor
5 years ago
Solved

Customize fiscal year

Hi all!   I built the Fiscal Year starting on sept 1st and finishing on oct 30th. Here is the calculated field that I created and till a few days ago, it was working fine: Fiscal Year = IF(AND([Ye...
  • BA_Pete's avatar
    BA_Pete
    5 years ago

    JessicaM ,

     

    Here's a long-term solution to dynamically generate this field, for fiscal year starting September 1st:

     

     

    _fisYear = 
    IF(
        MONTH(Calendar[date]) <= 8,
        "FY" & RIGHT(YEAR(Calendar[date]) - 1, 2) & "-" & RIGHT(YEAR(Calendar[date]), 2),
        "FY" & RIGHT(YEAR(Calendar[date]), 2) & "-" & RIGHT(YEAR(Calendar[date]) + 1, 2)
    )

     

     

    Pete