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BethanyHudson's avatar
BethanyHudson
Qrew Trainee
4 years ago

Converting Date field to Fiscal Year

I need a formula that will convert [Date] that I enter to show the fiscal year that it goes with. Our fiscal year is October 1 - September 30. I've already got my fiscal year starting in October within the app properties. This seems like it should be a simple formula, but I can't seem to figure it out.

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Bethany Dickey
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Formulas and functions

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  • MarkShnier__You's avatar
    MarkShnier__You
    Icon for Qrew Legend rankQrew Legend
    4 years ago
    Year([Date])+
    If(Month([Date]) >= 10,1,0)

    This assumes that your fiscal year for 2021 starts on this coming October 1st, 2020.


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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
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      • MarkShnier__You's avatar
        MarkShnier__You
        Icon for Qrew Legend rankQrew Legend
        4 years ago
        The formula will return a number.  if you want a numeric result, then change the field type to Formula Numeric
        If you want to retain as a text result and a formula text field type , then convert the result to text like this


        ToText(
        Year([Date])+
        If(Month([Date]) >= 10,1,0))

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        Mark Shnier (YQC)
        Quick Base Solution Provider
        Your Quick Base Coach
        http://QuickBaseCoach.com
        mark.shnier@gmail.com
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