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AmberPolston's avatar
AmberPolston
Qrew Cadet
7 years ago

Formula to show which accounting period a specified date falls in

I have a procurement table which tracks our purchase orders and the date when the invoice  [ERP Approved Date] is entered into our accounting system for payment.  I run reports from this table each pe...
Formulas and functions
ChayceDuncan2's avatar
ChayceDuncan2
Qrew Cadet
7 years ago
Per the comment above - if you don't change them year over year (like in a leap year for example changing the values) - then you can do a simple Case() to determine the period schedule - and then calculate which part of the schedule it fell into.

Case(Month([ERP Approved Date],
1,5,
2,4,
3,4,
.....)

Chayce Duncan | Director of Strategic Solutions
(720) 739-1406 | chayceduncan@quandarycg.com
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