Date Fomat to Fiscal Year and Quarter

[maxiemens]

Hi together,

do you know how can I get for e.g. this date: 2021-02-01 to this format: FY22/23 - Q4 ('FY' YY/YY+1 - 'Q'Q)

I should use the formula tool, but how can I do it?

The Fiscal year starts at 1st of october.

Thanks in advance,

Max 

[DavidP · Accepted solution]

Something like this?

[RobertOdera · Accepted solution]

Hi, @maxiemens 

Try this.

I stepped through it for your convenience.

[maxiemens]

Thank you so much, this is exactly what I was looking for.

[RobertOdera]

You're most welcome, @maxiemens 

[maxiemens]

Thanks very much 🙂 @DavidP very nice and smooth solution.

ß 

do you have a recommendation for learning the programming for beginners?

[DavidP · Accepted solution]

Hi @maxiemens,

I highly recommend the interactive lessons in the Academy section here on the Community - they are excellent.

Also, once you have a bit of confidence, start working through the weekly challenges - there are well over 200 to work through! It's great practice and they're graded by difficulty and type.

Finally, play with your data! 

[maxiemens]

Hey @DavidP and @RobertOdera ,

the function is great but if you are in FY19/20 and the date is for e.g. 04.06.2020 the formula will make this: FY20/21 although it is FY19/20, you know what I mean. 

Kind regards,

Max 

[RobertOdera]

Sure thing, @maxiemens 

It sounds like you just need to add logic requirements.

What are the bounds of your Fiscal year? (Starts when Ends when).

Once you define that, a condition can be inserted in the logic so that the formula subscribes to your expectation.

Any additional/ alternative thoughts @DavidP?

Cheers.

[maxiemens]

Hey @RobertOdera 

it starts in 1st Oktober and ends in the end of september. But how can I implement the logic for this?

something like hardcoding?

Thanks