Forum Discussion

paulfink's avatar
paulfink
Post Patron
5 years ago

Filter for Fiscal Year

hi guys

 

I need an IF statement that will filter the months that are in the current fiscal year.

 

our fiscal year changes mid year e.g june 1 -> may 31

 

how can i make an IF statemant that only filters dates during the current fiscal year.

 

Need Help

2 Replies

  • amitchandak's avatar
    amitchandak
    Super User
    5 years ago

    paulfink , You can create a new column like

     

    Year Type =
    var _year = if(month(today())<=5, year(today()) -1, year(today())
    var _start = date(_year,6,1)
    var _end =date(year+1,5,31)
    Switch( True(),
    [Date] >= _start && [Date] <=_end , "This FY",
    "Other"
    )

    • paulfink's avatar
      paulfink
      Post Patron
      5 years ago

      i dont need a fiscal year column - that has already been set up. how do i filter it so it shows the current fiscal year inside an IF statement so it always shows the current fiscal year.