6 Replies Latest reply on Jul 12, 2018 12:07 AM by Zhouyi Zhang

    Fiscal Calendar year needs to be July to June instead of Jan to Dec for Year to Date value

    kavi ram

      Hi All,

      I am facing issue while changing the fiscal calendar year from Jan - Dec into July - June.

       

      my order date calendar is start from Jan to Dec and i am trying to display Year to date data . but now some user wants the fiscal calendar should start with July to June(next year) .

      Example:

      My current function is working as below,

       

      [Order Date] >= date('01/01'+"/"+str(YEAR([Month Selector])))

      and DATETRUNC('month',[Order Date]) <= DATETRUNC('month', [Month Selector])

       

      when i select month parameter as Jan 2015 then the value is displaying jan2015, if month parameter is March 2015 then the value is displaying from jan2015 to march2015 and so on.

       

      So i have changed the formula above like,

      [Order Date] >= date('01/07'+"/"+str(YEAR([Month Selector])))

      and DATETRUNC('month',[Order Date]) <= DATETRUNC('month', [Month Selector])

       

      Now the values are showing from July to Dec only. i need like below functionality,

      if my month parameter is Dec2015 then Year to date value as July2015 to Dec2015

      if my my month parameter is June2016 then Year to date value as July2015 to June2016

       

      Please find the sample attached workbook.

       

      Thanks,

      Kavi