Forum Discussion

TonyGonzalez's avatar
TonyGonzalez
Qrew Trainee
2 years ago

Fiscal Year as a dynamic filter

I know where the FY settings are for an Application and how to set it.  I also know how to use it on a Chart under the filter settings.   But, I don't want to filter my chart by Fiscal Year.  Rathe...
MarkShnier__You's avatar
MarkShnier__You
Icon for Qrew Legend rankQrew Legend
2 years ago

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?



------------------------------
Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
------------------------------
TonyGonzalez's avatar
TonyGonzalez
Qrew Trainee
2 years ago

Mark,

Of course.  We start our FY Oct 1 and the FY # is the following year.  i.e. Oct 1, 2023 is the start of the FY 24 year.  



------------------------------
Gonzo - A Newbie, but learning fast. (Former SmartSheet evangelist who is quickly converting to QuickBase)
IT Director City of New Braunfels
------------------------------
  • MarkShnier__You's avatar
    MarkShnier__You
    Icon for Qrew Legend rankQrew Legend
    2 years ago

    Here is one examnple that calculates to a formay like FY24

    var number FiscalYear = If(Month([Invoice Date])>=10, Year([Invoice Date])+1, Year([Invoice Date]));
     
    "FY" & Right(ToText($FiscalYear),2)
    or else this would be numeric
    If(Month([Invoice Date])>=10, Year([Invoice Date])+1, Year([Invoice Date]))


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