Dynamic Financial Year

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We have FYs between July and June. As most of my reports are based on one or two financial years (for example FY 17 or 18),  I end up hard coding my reports using these two years.  But at he end of a FY, this would be a laborious job for me to  review all reports and edit these to add one more year.  

Wondering if  there was a possibility that I could use a formula that always works out the current and next FY to achieve this and add that field to all reports. I  am currently using a calculated FY that calculates FY based on a date.  Issue is how to restrict this  formula field to only cover two FYs unless there is an alternative approach? Will appreciate some help.
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Arshad Khwaja

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Posted 3 years ago

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You should also calculate the current FY and the last FY based on using the Today() function as fields on many tables.   

You AR e quite correct that it is a losing game to have hardcoded reports for a particular fiscal year.

 The title of the report should always be current fiscal year versus last fiscal year for example. And the filter would be where the fiscal year of today is equal to the fiscal year of the date, or the fiscal year of today is equal to the fiscal year of last year.