Hi Laura,

It depends on whether the fiscal calendar and actual calendar match. If so then I would just use the Date/Time functions when creating a calculated column to pull them from the Transaction date field and create a new column in the view. So to get the fiscal period I would use: MONTH({Trx Date} ). For the fiscal year: YEAR({Trx Date} )+1900. You might have to adjust the formatting for the column to get rid of decimal places.

If they don't match then you will need to adjust the formula, let's pretend they have an October year end. To get the fiscal period I would use: If (MONTH({Trx Date} )<10 , MONTH({Trx Date})+2, MONTH({Trx Date})-10). For fiscal year: If (MONTH({Trx Date} )<10 , YEAR({Trx Date})+1900, YEAR({Trx Date})+1901).

Send me an email if you have any more questions,
Lauren