MichaelPeoples
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Joined 5 years ago
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Re: Fiscal YTD Monthly query report
Thank you very much Doug! That worked great... For others who might use this formula I had to add a $ before the beginDate to apply the formula on my page. See the updated formula below. var text beginDate = IF(Month([Month]) < 9, "9-1-" & (Year([Month]) - 1), "9-1-" & Year([Month])); var text QUERY = "{1.OAF.'" & $beginDate & "'}AND{1.OBF.'" & LastDayOfMonth([Month]) & "'}"; ------------------------------ Michael Peoples ------------------------------14Views0likes0CommentsFiscal YTD Monthly query report
Good Afternoon, I have a made a query summary metrics table that summarizes projects submitted per month and costs per month. Then the table also has a YTD field..Based on Quickbase Junkie's Easy Metrics Table using Formula Queries youtube video. This is working great, but I would like to have a Fiscal YTD calculated (Sept. 1) instead of calendar YTD. I have changed the fiscal year date in the App settings. I was curious how to reference Fiscal Year (In place of FirstDayofYear ) in the query or how to change my formula to run from Sept. 1-Aug. 31 Thank you! Here is my current YTD query formula that is working: var text QUERY = "{1.OAF.'" & FirstDayOfYear([Month]) & "'}AND{1.OBF.'" & LastDayOfMonth([Month]) & "'}"; SumValues(GetRecords($QUERY,"*******"),8) ------------------------------ Michael Peoples ------------------------------16Views0likes2Comments