Defining FY to calculate FYTD

[aknabe1]

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.

[Qlik_Eric_Thomas · Accepted solution]

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))

[aknabe1]

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!