Fiscal Year Comparison

[#1]

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

[#2 · Accepted solution]

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")

[#3]

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

Posting Date	FiscalYear	FiscalMonth	FiscalQtr	FiscalPeriod
01/01/2000	1999-2000	January	Q2	FP6
02/01/2000	1999-2000	January	Q2	FP6
03/01/2000	1999-2000	January	Q2	FP6
04/01/2000	1999-2000	January	Q2	FP6
05/01/2000	1999-2000	January	Q2	FP6
06/01/2000	1999-2000	January	Q2	FP6

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

[#4]

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

[#5]

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!

[Karahs]

Hey,

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

Thanks