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abc_18
Creator II
Creator II

how to get the fiscal year

Hi,

I am unable to find the correct data for fiscal year, and how can I restrict the date value while loading from excel.

like I want to load only 2016 and 2017 data from excel sheet,here after renaming field name is TempDate.

I am attaching qvw and excel file herewith, please help.

1 Solution

Accepted Solutions
prma7799
Master III
Master III

Or try here for fiscal year

if(Num(Month(TempDate))>3,Year(TempDate),Year(TempDate)) AS FiscalYearNew

View solution in original post

5 Replies
prma7799
Master III
Master III

Like this ??

If this is not matching your requirement please share expected output .

abc_18
Creator II
Creator II
Author

Hi P M,

Thanks a lot for you response.

as per my understanding for fiscal year data '2018' should not come, as in excel sheet I have data only till 2017.

and in excel I have data for Nov-2016, but when I click on 'Fiscal year new'  list box data is not getting changed.

prma7799
Master III
Master III

Please find the attachment and also check the below links


Fiscal Year

https://community.qlik.com/docs/DOC-7094

Chanty4u
MVP
MVP

try below

Load *,

Month(SalesDate) as "Fiscal Month",

  Monthname(SalesDate) as "Month Year",

  Num(Monthname(SalesDate)) as "MonthNo",

         Year(YearStart(SalesDate,0,4)) as "Fiscal Year",     ----- depends on your requirment

         Resident SalesData_Temp where SalesDate<='$(varMaxDate)';

prma7799
Master III
Master III

Or try here for fiscal year

if(Num(Month(TempDate))>3,Year(TempDate),Year(TempDate)) AS FiscalYearNew