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cjc322
Frequent Visitor

Creating a Fiscal Year & Fiscal Quarter in a DATE calendar

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

@cjc322

1 ACCEPTED SOLUTION
CheenuSing
Community Champion
Community Champion

@cjc322

 

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.

Did I answer your question? Mark my post as a solution and also give KUDOS !

Proud to be a Datanaut!

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