ok. so my work around is
If(Month(MonthYear) >= 10, Month(MonthYear)-9, Month(MonthYear)+3) as FYYearMonthNum,
If(Month(MonthYear) >= 10, Text(MonthName(addYears(MonthYear, 1))), Text(MonthYear)) as FYDisplayYearMonth,
If(Month(MonthYear) >= 10, YearName(addyears(FYYear, 1)), FYYear) as FYDisplayYear
MonthYear is the actual calendar year value. so, I want it to do this..
When MonthYear is Oct 2017, create an FY DisplayYear month to be a string representation of Oct 2018. however, the problem with how I'm doing it above is that it's also changing the MonthYear to Oct 2018 as well. how can I reference MonthYear in a function without changing its value in the process?
that will not work. I had to do a much more extensive workaround in the data load. I don't know if what I did was the most efficient method, but it worked..
are you still trying to figure it out?