Fiscal Year as a dynamic filter

Question

I know where the FY settings are for an Application and how to set it.&nbsp; I also know how to use it on a Chart under the filter settings.&nbsp;&nbsp;
But, I don't want to filter my chart by Fiscal Year.&nbsp; Rather, I want my FY field to be a dynamic filter.&nbsp; So, how do I create a field, and the formula, to put in FY based on another date field.&nbsp;&nbsp;
Specific example, we have a Customer Sat Survey.&nbsp; I can potentially use either date field.&nbsp; Date Created or (user inputed) Date of Contact.&nbsp; I want a FY field that looks at this specific date and assigns it to a Fiscal year and then puts that year in the field.&nbsp; I can then designate that field as a dynamic filter.------------------------------Gonzo -  A Newbie, but learning fast.  (Former SmartSheet evangelist who is quickly converting to QuickBase)------------------------------

markshnier__you · Answer

yes, you can use a formula to calculate the fiscal year. Can you tell us what your rules are for the fiscal year start with an example?

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Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
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tonygonzalez · Answer

Mark,

Of course.&nbsp; We start our FY Oct 1 and the FY # is the following year.&nbsp; i.e. Oct 1, 2023 is the start of the FY 24 year.&nbsp;&nbsp;------------------------------Gonzo -  A Newbie, but learning fast.  (Former SmartSheet evangelist who is quickly converting to QuickBase)IT Director City of New Braunfels------------------------------

markshnier__you · Answer

Here is one examnple that calculates to a formay like FY24

var number FiscalYear = If(Month([Invoice Date])&gt;=10, Year([Invoice Date])+1, Year([Invoice Date]));
&nbsp;
"FY" &amp; Right(ToText($FiscalYear),2)

or else this would be numeric

If(Month([Invoice Date])&gt;=10, Year([Invoice Date])+1, Year([Invoice Date]))

------------------------------Mark Shnier (Your Quickbase Coach)mark.shnier@gmail.com------------------------------

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Fiscal Year as a dynamic filter