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Display Fiscal Year

  • 1.  Display Fiscal Year

    Posted 10-25-2017 22:13
    Is there a formula to convert a date to a Fiscal Year (YYYY format).

    I am thinking that if in my settings I have that the Fiscal Year starts in September then I should be able to use a formula to convert a transaction date to the fiscal year.


  • 2.  RE: Display Fiscal Year

    Posted 10-25-2017 22:18
    No there is no formula function for fiscal year.  You will need to make a formula to calculate it.  What are the rules for the fiscal year?


  • 3.  RE: Display Fiscal Year

    Posted 10-26-2017 03:08
    Thanks for the quick response.  I  just created the following formula and it seems to be working.

    If(Month([Transaction Date])>=1 and Month([Transaction Date])<=8, Year([Transaction Date])-1,Year([Transaction Date]))