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M_SBS_6's avatar
M_SBS_6
Icon for Helper V rankHelper V
1 year ago
Solved

Financial Year

Hi, is there anyway to create a financial year column that updates automatically going forward?  Ideally, I'd like a column where is the date is between 1st April 2023 and 31st March 2024 to out...
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danextian's avatar
danextian
Icon for Super User rankSuper User
1 year ago

Hi M_SBS_6 

Try this:

FY = 
VAR _qtr =
    QUARTER ( dates[date] )
VAR _calendaryear =
    YEAR ( dates[date] )
VAR _yr =
    IF ( _qtr <= 1, _calendaryear - 1, _calendaryear ) -- Adjust fiscal year to the previous year for Q1 (Jan-Mar)
RETURN
    RIGHT ( _yr, 2 ) & "/"
        & RIGHT ( _yr + 1, 2 )