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 o...
Need Help
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.