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Fiscal Year Comparison

Hello,
Hopefully someone can help or point me in the right direction
I have the script

SUM ({$<[Fiscal Year]={$(=only([Fiscal Year])) }>}Amount)

This seems to work fine for a calendar year but my fiscal year is 1st August - 31 June
Is there a way that if a user selects these the dates then the correct data will be shown
e.g
2009 / 2010 would show turnover from 01 aug 2009 - 31 Jul 2010
2010 / 2011 would show turnover from 01 aug 2010 - 31 Jul 2011
I've created a fiscal calendar but the script doesn't seem to like it over a two year period
Thank you in advance
1 Solution

Accepted Solutions
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Re: Fiscal Year Comparison

that expression should do the job is you fiscal year is set right. i mean all the data from 1 august 2010 to 31 june 2011 must have the same fiscal year (ex: F11 or "2010 / 2011")

5 Replies
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Re: Fiscal Year Comparison

that expression should do the job is you fiscal year is set right. i mean all the data from 1 august 2010 to 31 june 2011 must have the same fiscal year (ex: F11 or "2010 / 2011")

Not applicable

Fiscal Year Comparison

Thanks for your reply ionut.bostan. I have split my fiscal years up like so

















































Posting DateFiscalYearFiscalMonthFiscalQtrFiscalPeriod
01/01/20001999-2000JanuaryQ2FP6
02/01/20001999-2000JanuaryQ2FP6
03/01/20001999-2000JanuaryQ2FP6
04/01/20001999-2000JanuaryQ2FP6
05/01/20001999-2000JanuaryQ2FP6
06/01/20001999-2000JanuaryQ2FP6

do you mean I should add another column?

e.g. year 2000 would be for 01/08/1999 to 31/07/2000. Then year 2001 for 01/08/2000 to... and so on

so in my expression i'd be using the year column?

thanks for your time

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Fiscal Year Comparison

Hi,
I wolud try to use only one year as Fiscal Year name, e.g. Fiscal Year 1999 (1/8/99 - 31/7/2000)...

/@Ungvall

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Re: Fiscal Year Comparison

Thanks Torbjörn and ionut your help is appreciated. The fiscal year name is a naming convention for the users, i'll just add another column. Thanks!

kshitijas
New Contributor III

Re: Fiscal Year Comparison

Hey,

          Can u tell me how did u bring the FiscalYear Column??

Thanks