I've looked this up and was not able to find the answer to posting here. I'm also new(ish) to Adagio so please bear with me.

In the Financial Reports when using smartsheet, you can have the columns update to the information of the period you ask for. What I would like to know is can you update a heading to follow suit based on the year.

For example, let's say I have the year to date totals for 2010-2011 and 2009-2010 beside it to compare the two. Currently my headings are "2010-2011" and "2009-2010". If I go to, say, 12-2010 I am now in the 2009-2010 fiscal year so the totals in the two columns are going to be for 2009-2010 and 2008-2009 respectively, but the headings will still say 2010-2011 and 2009-2010.

I'd like to be able to have the column headings change so that the far left column is the year of the inquiry, then the column to its right is the previous year from the inquired upon query.

Thanks in advance.

Hello msequin,

Have the dates been entered as text on the sheet?

Instead of text, you should create formulas so that the dates change as the Fiscal periods change.

There are several examples in sample data. Look for GL!DateFunctionExamples.sam. The page for Insert Formula Fields has some examples. You should also look at the ColSpec Functions page. It has examples for the formulas to extract the starting and ending fiscal periods: =GLFPS and =GLFPE

I've looked in GL!DateFunctionExamples.sam but there is one problem; the date. Every example list assumes the date
( =TODAY() ?) is on the spreadsheet and then all of the examples pull from that information. On my spreadsheet I've put the date exactly listed as in the examples =TODAY() and the sheet gives me 40366 as the date, and I am currently trying to make it say May 2010.

From what I know you should have something like:

=datestring(%B%Y)

where %B will show the month (May) and %Y will show the year (2010). What I don't know is how to get the function to read the information from something. Where is the function getting %B and %Y from?

The correct formula for DateString is: DateString({date field},"apply format codes")

where the Date field could be any date, including Today(), and the format codes are what you indicated, just surrounded in double quotes.

So you could use: =DateString(Today(),"%B %Y") to get the month and year of today.

Where Current Year ends in 2010
=LEFT(STRCAT(FYEAR(1),FYEAR()),9)
gives you 2009-2010 in a cell

=LEFT(STRCAT(FYEAR(2),FYEAR(1)),9)
will be 2008-2009