Seeking a fiscal year formula :-)
I'm looking for a simple formula to generate my fiscal year using the date row.
Fiscal Year Start: Nov 1st
Fiscal Year End: Oct 31
Outcome desired:
If today's date is 8/24/22 - Display FY22 in FY row
If today's date is 11/01/22 - Display FY23 in FY row
Hope that makes sense and thank you in advance!
Best Answer
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Replace all instances of TODAY() with Date@row
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
Answers
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Try something like this:
="FY" + RIGHT(YEAR(TODAY()) + IF(TODAY()>= DATE(YEAR(TODAY()), 11, 01), 1, 0), 2)
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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Thanks Paul, that works great for FY21 & FY22.
Hope this paints a better picture:
I tried the new formula but realized the Date@row needs to drive the results.
What would be a good solution to automate the "fiscal year" using the Data@row year over year?
Fiscal Year start: Nov 1st
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Replace all instances of TODAY() with Date@row
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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Worked like a charm!
="FY" + RIGHT(YEAR(Date@row) + IF(Date@row>= DATE(YEAR(Date@row), 11, 01), 1, 0), 2)
Thanks!
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Happy to help. 👍️
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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Hi @ChrisA , I'm trying the same but it's not working, could you please help.
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@Deepmala Rajput What do you mean by it is not working? Are you getting an error or an incorrect output?
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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Hi @Paul Newcome , My mistake.. It worked absolutely fine. Thanks for your quick response.
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