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#44814 - 03/04/15 01:10 PM GridView Calculated Column - Fiscal Year
Accounting Offline
Adagio Fan

Registered: 04/29/11
Posts: 33
Loc: Prince George
Hello,

I am trying to get "14" out of fiscal year 2015-, 15 out of fiscal year 2016-, etc.
I can easily get "15" out of fiscal year 2015-, but making it 14 is proving difficult.
I am using Calculated Columns.
Any help with formulas is appreciated. Thank you in advance.

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#44815 - 03/04/15 01:15 PM Re: GridView Calculated Column - Fiscal Year [Re: Accounting]
Retired_Guy Offline
Adagio Master

Registered: 03/16/99
Posts: 10504
Loc: Canada
Are you working with transaction dates? If your fiscal year does not mirror the calendar year, GridView knows about your Fiscal Calendar.

Check out the help text for DATESTART(), DATEEND(), DATEIN() and INCLUDEAMOUNT() functions.

To get the (4 digit) year of the current fiscal period use:
Code:
DATESTRING(DATESTART("M","F"),"%Y")

where "M" is the current period (month) and "F" tells GridView to use the fiscal calendar. The DATESTRING() function returns just the 4 digit year. To return the 2 digit year, substitute "%y" for "%Y".


Edited by Andrew Bates (03/04/15 01:29 PM)
Edit Reason: Added specific example
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Andrew Bates

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#44816 - 03/04/15 01:21 PM Re: GridView Calculated Column - Fiscal Year [Re: Retired_Guy]
Accounting Offline
Adagio Fan

Registered: 04/29/11
Posts: 33
Loc: Prince George
Thank you for your response. I need to ignore transaction date and translate each transaction by fiscal year. I will check out DATEIN().

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#44817 - 03/04/15 01:44 PM Re: GridView Calculated Column - Fiscal Year [Re: Accounting]
Retired_Guy Offline
Adagio Master

Registered: 03/16/99
Posts: 10504
Loc: Canada
You need:
Code:
"Fiscal " & RIGHT("00" & STRING(VALUE(MID({Fiscal Year},3,2))-1,0),2)
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Andrew Bates

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#44818 - 03/04/15 02:48 PM Re: GridView Calculated Column - Fiscal Year [Re: Retired_Guy]
Accounting Offline
Adagio Fan

Registered: 04/29/11
Posts: 33
Loc: Prince George
Thank you very much!

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