If specific month

[jenner85]

Hi - 

I would like to convert a date field to fiscal period, which requires me to increase any date in Nov + Dec to a year later. I am not sure of what formula would do this "If month=11 or month=12  then year+1"

Period	Fiscal
11/1/2018	11/1/2019
12/1/2018	12/1/2019
1/1/2019	1/1/2019
2/1/2019	2/1/2019
3/1/2019	3/1/2019

thanks! 

[jdunkerley79 · Accepted solution]

Assuming that the dates are in Alteryx format (yyyy-mm-dd) then using a Formula tool to make the Fiscal column:

IF DateTimeMonth([Period])>10 THEN DATETIMEADD([Period],12,"months") ELSE [Period] ENDIF

should work.

[atcodedog05 · Accepted solution]

Hi @jenner85 

Here is a workflow for the task.

Output:

Workflow:

Hope this helps 🙂

If this post helps you please mark it as solution. And give a like if you dont mind 😀👍

[atcodedog05]

Happy to help 🙂 @jenner85 

Cheers and Happy Analyzing 😀

Feel free to reach out if you face any other issues 🙂