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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.
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))
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))
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!