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Question

Fiscal Year as a dynamic filter

  • January 12, 2024
  • 0 replies
  • 110 views

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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.  Rather, I want my FY field to be a dynamic filter.  So, how do I create a field, and the formula, to put in FY based on another date field.  

Specific example, we have a Customer Sat Survey.  I can potentially use either date field.  Date Created or (user inputed) Date of Contact.  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.  I can then designate that field as a dynamic filter.



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Gonzo - A Newbie, but learning fast. (Former SmartSheet evangelist who is quickly converting to QuickBase)
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This topic has been closed for replies.

MarkShnierYou
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  • Quickbase Alumni
  • January 12, 2024

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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