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mharm
Contributor

calendar year to fiscal year

is there a way in the load settings to change calendar year to fiscal year?  I want the 1st month to be Oct and the last month to be sept.

Thanks,

Maria

7 Replies

Re: calendar year to fiscal year

See this blog post: Fiscal Year

Works for Qlik Sense too.

shraddha_g
Honored Contributor III

Re: calendar year to fiscal year

In main section,

there are all default variables are set.

Change SET FirstMonthOfYear=1; to SET FirstMonthOfYear=10;

and then try.

mharm
Contributor

Re: calendar year to fiscal year

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?

Not applicable

Re: calendar year to fiscal year

I tried changing the FirstMonthOfYear to 9 (which is what I need) and it has no effect. (Qlik Sense 3.2)

Not applicable

Re: calendar year to fiscal year

The fact that you propose a workaround makes me think that "FirstMonthOfYear" does not really work. (which is my experience) [Sense 3.2]

mharm
Contributor

Re: calendar year to fiscal year

greetings.

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?

arvind_patil
Valued Contributor II

Re: calendar year to fiscal year

Hi Maria,

You will get Basic Idea from Below link:

just replace all 4  to 9

Different fiscal year from calender year

Thanks,

Arvind Patil