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Question

Display Fiscal Year

  • October 26, 2017
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Is there a formula to convert a date to a Fiscal Year (YYYY format).

I am thinking that if in my settings I have that the Fiscal Year starts in September then I should be able to use a formula to convert a transaction date to the fiscal year.
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No there is no formula function for fiscal year.  You will need to make a formula to calculate it.  What are the rules for the fiscal year?

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  • October 26, 2017
Thanks for the quick response.  I  just created the following formula and it seems to be working.

If(Month()>=1 and Month()<=8, Year()-1,Year())