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How to get the Financial Year

Hi All,

Can anyone help me out to get the Financial Year in a list box from the given data which contains the month and the year. As per current requirement financial year is from april to march. So requesting you create the list box accordingly.

7 Replies
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Author

We achieved this by maintiang simple excel file ( u can hv ur own inline Load file) where we map Calender year with Financial year - Qtr - month -Week.

Bhushan N

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Author

Hi Bhushan,

Thanks for your reply! I can't load the year and month value in inline load file as it will not be constant. Also let me know how to map with the calender year as i am newbie i am not aware about it.

Last time i forgot to the attach the document. This time i have attached it please check it out and provide some solution for this.

Not applicable
Author

Hi DS ,

Here i am attaching a sample data in excel file . We have created for financial year( Nov -Oct ) .

We have stored procedure (Scehduled) which will generate this table in SQL . You can also script this table (which we havn't tried yet) .

You can link your "FY_Date" with "d_date" from stk_sales & then extract reports based on financial year .

Bhushan N

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Author

if(Month(Date(d_date, 'DD-MM-YYYY'))<4,

Year(Date(d_date, 'DD-MM-YYYY'))-1,
Year(Date(d_date, 'DD-MM-YYYY'))) as [Fiscal Year],

You could try something like this code above.

/Martin

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Author

Hi All,

Thanks all for your help. I got it done working in the simplest way. I used the below code in the expression of the list box which i feel it is alright now.

=yearname(Date,0,4)


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Author

Hi All,

Though it works i don't know how. Can any share how this expressions work briefly.

Regards,

Rikab

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Author

Hi

I managed to get the financial year after using it in the expression and not while loading the data itself. Is there is any way to load financial year at the time of loading the data itself.

It is very urgent! hope some one can help me out.

Regards,

Rikab