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Hello Qlik Enthusiasts,
I have a question regarding, assigning the Fiscal Year, I have the following fields ,
Using the below formula to assigned a fiscal year,
=If (InvStatus = 'Accepted' or InvStatus = 'Not Accepted' or InvStatus = 'ON_PROG' or ( InvStatus = 'PLANNED' and ISNULL(InvDate = 0),
if(InvDate >= date(45566) //date(45566)=10/01/2024
and InvDate < date(45931), //date(45931)=10/01/2025
if(InvDate >= date(45200) //date(45200)=10/01/2023
and InvDate < date(45931), //date(45566)=10/01/2024
f(InvDate >= date(42278) //date(42278)=10/01/2015
and InvDate < date(42644), //date(42644)=10/01/2016
if(Scheduled_InvDate, >= date(45566) //date(45566)=10/01/2024
andScheduled_InvDate,< date(45931), //date(45931)=10/01/2025
if(Scheduled_InvDate, >= date(45200) //date(45200)=10/01/2023
and Scheduled_InvDate, < date(45931), //date(45566)=10/01/2024
f(Scheduled_InvDate, >= date(42278) //date(42278)=10/01/2015
and Scheduled_InvDate, < date(42644), //date(42644)=10/01/2016
This shows me the result i want to see, But i know this is not the best practice in giving everything manually. I want to know if there is a better way of doing it.
Could we do it with a variable ? by giving default Month and day(11th) and just changing the year according to the InvDate ?
Like if InvDate year is 2021, then we display 'FY(Year+1)'.. something like this. I dont know if we could implement this but please give me suggestions.
I would be a great help ,
I was able to achieve this by using the following functions ,
Make Date() --- To set a particular date,if you fiscal year starts on 5th or 10 th of the month
YearName() ---- If you give a particular date , I.e. InvDate = 10-10-2021, and your fiscal year starts in 9th month of every year, This functions gives you the output of as folows: '2021-2022'.
YearName(InvDate, 0 , 9) as FiscalYear;
Here 0 indicates the current year of the Given date . Incase you want to get next year of the fiscal year, which is '2023' according to the above example, You have to give 1 instead of 0.
And to get previous year it is Viceversa, -1 instead of 0 .
Happy coding 🙂