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paulfink
Post Patron
Post Patron

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.

 

2 REPLIES 2
amitchandak
Super User
Super User

@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"
)

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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.

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