If the fiscal year does not begin on January, you need to use the yearname function to retrieve the exercice year.
For example if the year is from July to June, then Yearname(MyDate,0,7)
Where 7 is the first month of the exercice.
When I run set analysis for Year to date i Have two set analysis: The first one is month <monthdate and Exercice = yearname(MyDate,0,X)
I hope this will help.
This will work very well where the start date for the period is the 1st of the month. We have the scenario where periods can be 4 or 5 weeks in length rather than a calenar month, therfore the start date for period 1 if in July could be July 3rd
Can you think of an additional way?