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Hello!
I want to use set analysis to sum sales QTD, and YTD. I did some research, and found that most folks can achieve this by using a $ expression with YEAR set to TODAY(), i've also seen folks using MAX(Year Sequence Number). The reason i cannot use YEAR set to TODAY() is because our companies fiscal year begins on Feb 1 vs Jan 1, so if the close date of an oppty landed on Jan 2nd 2020, the fiscal year returned should be FY19 opposed to FY20. I am also unable to use MAX(Year Sequence) because our master cal has dates through 2030, so the max year number would be for 2030 instead of the current year.
I was thinking i can use the fiscal year sequence number, if i can tie it back to today's date. I'd appreciate any other ideas!
The YearStart function allows you to specify a starting month offset. For a Fiscal Year start of February 1st, try this:
=Year(YearStart(Today(),0,2))
The third parameter, 2, specifies February as the starting month.
The YearStart function allows you to specify a starting month offset. For a Fiscal Year start of February 1st, try this:
=Year(YearStart(Today(),0,2))
The third parameter, 2, specifies February as the starting month.