topic Defining FY to calculate FYTD in App Development

Defining FY to calculate FYTD

aknabe1 — Tue, 31 May 2022 16:13:48 GMT

I am looking to define a FY as October-September and create calculations based of FYTD reference. "Reporting Period" is what is brought in from load editor and I have tried creating different formats in the columns below.

Just to test basic logic, I tried using if statement referencing "reporting period" but it does not seem to be computing properly.

Any help/advice would be appreciated.

Re: Defining FY to calculate FYTD

Qlik_Eric_Thomas — Tue, 31 May 2022 16:38:28 GMT

You could create a 'Fiscal Year' date field based off of the dates used in your 'Reporting Period' field.

Year(Addmonths([Date.autoCalendar.Date],3))

Re: Defining FY to calculate FYTD

aknabe1 — Tue, 31 May 2022 16:52:59 GMT

Awesome - it looks like this logic worked. For some reason I had to change the "fiscal year" column number formatting to a number opposed to a date. When the formatting was set to date it was returning 1905.

Thanks!