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Hello,
I have the following date table that I use as a 'StartDate' & 'EndDate'. Here is the formula that creates the date table currently:
StartDate = ADDCOLUMNS(CALENDAR("1-1-2013","31-12-2017"),"DateAsInteger",FORMAT([date],"YYYYMMDD"),"Year",YEAR([Date]),"Monthnumber",FORMAT([Date],"MM"),"YearMonthNumber",FORMAT([Date],"YYYY/MM"),"YearMonthShort",FORMAT([Date],"YYYY/mmm"),"MonthNameShort",FORMAT([Date],"mmm"),"MonthNameLong",FORMAT([Date],"mmmm"),"DayOfWeekNumber",WEEKDAY([Date]),"DayOfWeek",FORMAT([Date],"dddd"),"DayOfWeekShort",FORMAT([Date],"ddd"),"Quarter","Q" & FORMAT([Date],"Q"),"YearQuarter",FORMAT([Date],"YYYY" & "/" & FORMAT ([Date],"Q")) )
I would like to add in Fiscal Year and Fiscal Quarter.
The Fiscal Year begins July 1 and ends June 30.
I would like to display the Fiscal Year as "FY13-14" for (July 1, 2013 thru June 30, 2014) and etc. and the Fiscal Quarter I would like to display as "FQ1" "FQ2" etc.
Can anyone help me provide the lines I would add to the above formula to achieve this?
Thank you in advance!
Chris
Solved! Go to Solution.
For the fiscal year
1. Create a FiscalYearNumber column as
FiscalYearNumber=If( Month([Date]) >= 7 , Year([Date]),Year([Date]) -1 )
FiscalYearDisplay = ="FY"&Right(Format([FiscalYearNumber],"0#"),2)&"-"&Right(Format([FiscalYearNumber]+1,"0#"),2)
Create a column called FiscalMonth
FiscalMonth=(If( Month([Date]) >= 7 , Month([Date]) - 6,Month([Date]) + 6 )
Now FiscalQuarterNumber = ROUNDUP ([FiscalMonth]/3,0)
FiscalQuarterDisplay= "FQ" & format([FiscalQuarterNumber],"0")
Try it out.
If it works please accept this as a solution and also give Kudos.
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