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vanderson009
Creator III
Creator III

Fiscal Year Issue

Hi

I have Purchase Date. On Purchase Date i need to create Fiscal Calender.

And my Fiscal Calender is

Date
Fiscal Year
Quarter
01 Jul 20062007Q1
01 Aug 20062007Q1
01 Sep 20062007Q1
01 Jun 20072007Q4

If any knows how to do this then please Help me.

Thanks and Regards,

Anderson

3 Replies
er_mohit
Master II
Master II

Try this in script

if(num(month(Date))>=1 and num(month(Date))<=3,'Q3',

if(num(month(Date))>=4 and num(month(Date))<=6,'Q4',

if(num(month(Date))>=7 and num(month(Date))<=9,'Q1',

if(num(month(Date))>=10 and num(month(Date))<=12,'Q2')))) as

FinancialQuarter

kaushiknsolanki
Partner Ambassador/MVP
Partner Ambassador/MVP

Hi,

Let vMin = num(MakeDate(2010,07,01));

Let vMax = num(Today());

Date:

Load

  Date($(vMin) + RowNo() -1) as DATE

AutoGenerate 1

While Date($(vMin) + RowNo() -1) < Date($(vMax));

MasterCal:

LOad DATE,

  Month(DATE) as MONTH,

  Year(DATE) as CAL_YEAR,

  If(Num(Month(DATE)) >6 ,Year(DATE)+1,YEar(DATE)) as FIS_YEAR,

  'Q'& if(ceil(num(Month(DATE))/3)<=2,ceil(num(Month(DATE))/3)+2,ceil(num(Month(DATE))/3)-2) as _FIS_Quarter

Resident Date;

Regards,

Kaushik Solanki

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hic
Former Employee
Former Employee

I would use a variable for first month of fiscal year and then define my fields based on this variable. See more on

http://community.qlik.com/blogs/qlikviewdesignblog/2013/05/28/fiscal-year

HIC