The
delegate also wanted to be able to create a report that could be group by
fiscal year, fiscal quarters and fiscal month, where their financial year
started on the 1st of May.
To create
this report, three formulas would have to be created:
- Fiscal
Year
-
Fiscal Qtrs, and
-
Fiscal
Month
The
financial fiscal year formula (@Fiscal Year):
If Month({Tablename.DateTimeFieldname}) >= 5
then
Year ({Tablename.DateTimeFieldname})+1 else
Year
({Tablename.DateTimeFieldname})
The
financial fiscal quarters formula (@Fiscal Qtrs):
If Month({Tablename.DateTimeFieldname}) in
[5,6,7] then “Qtr 1” else
If Month({Tablename.DateTimeFieldname}) in
[8,8,9] then “Qtr 2” else
If Month({Tablename.DateTimeFieldname}) in
[10,11,12] then “Qtr 3” else “Qtr 4”
The
financial fiscal months formula (@Fiscal Months):
If Month({Tablename.DateTimeFieldname}) > =
5 then
“Month ”& Totext(Month({Tablename.DateTimeFieldname}) – 4,’00’) else
“Month ”& Totext(Month({Tablename.DateTimeFieldname}) + 8,’00')
Add a group
using the {@Fiscal Year} formula field
Add a
second group using the {@Fiscal Qtrs} formula field Add a third group using the {Fiscal Months} formula field
If you have any questions, or need any assistance, please do not hesitate to Contact Us
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