Dynamic Fiscal Year

Onyi_Nwabia-Robbins — Mon, 08 Apr 2019 21:42:05 GMT

Further to HIC's design blog on fiscal year, I needed to make this fiscal start dynamic, see below for details.

Using Qlik Sense, Novermber 2018 Patch 2

I don't know if this is useful to anyone, but I had a requirement where the startmonth had to be dynamic as the start month was different in different user cases. In this case having the solution in the script wouldn't work.

Using the example above, I created a master dimension called Contract Month (calculated dimension if in QlikView)

Contract Year

=dual((Year+ If( Month>=$(vFM), 1, 0)-1) &'/'& ([Display Year] + If( Month>=$(vFM), 1, 0)) ,[Display Year] + If( Month>=$(vFM), 1, 0))

I use Month Year field that is already stored but I sort by expression ascending using:

Mod(Month-$(vFM), 12)+1

I then create a drop down list that holds the variable $(vFM) and shows the months of the year with their corresponding month value (Jan (1), Feb (2) etc. ) and this control the beginning of the year.

topic Dynamic Fiscal Year in App Development

Dynamic Fiscal Year