Year Start Dates

[stig1984]

The various year functions all have the ability to shift the start of the year to match fiscal calendars with start dates other than January (which is a good principle).  However it needs to go a stage further.

Our financial year operates on a lunar week principle from the last Saturday in November (for example our financial year for 2016 started on 28/11/2015, our year for 2017 starts on 26/11/2016 and so-on). The nearest approximation I have achieved is the end of November which gives me a year start of 01/12/2015 - 3 days out.  Consequently any YTD analysis will miss 3 days worth of sales/ goods in etc.

The formulas I am using are as below - can anyone improve on these or is it a gap in the system to be worked around with data changes / manipulation.

inyeartodate (TempDate,today(0)-1,0,12) *-1 as CYTDFlag

num(YearEnd(Today(0),0,12));

Any assistance welcomed.

[sunny_talwar]

See if this thread helps:

Fiscal Calendar with Non-Standard Days (Not 1-31)

[stig1984]

That looks really handy if the dates run 25th to 24th each month / year.

However (unless I've missed something) it won't help when we have years that run Saturday to Friday - would be 28th to 25th one year, 26th to 23rd another year and so on.

thanks for prompt response.

[sunny_talwar]

There might be a way to configure it, but you will have to play around with it a little. What happens for the left over days?

[stig1984]

The year end (and period ends) will always be a Friday and the following year will start on a Saturday (which may be 3 or 4  'dates' earlier) - periodically there will be a 53 week year to push it back in line.

This is also quite a common systems (could be different weekdays) for our supermarket customers and in the Fresh Produce Industry.

Unfortunately it does make it complicated - I do have to mess around a lot in other programs such as Excel and label software to bring them in line so playing around wouldn't be a suprise