Thanks for the quick reply. I did try that already. As a matter of fact, if you look at the workbook, it shows that I've done that (or should show it)...same results for some reason.
I don't think I quite caught the gist, but I just wanted to toss out a possible workaround to MAKEDATE.
I followed the same directions as provided in the link for NewYear and NewMonths.
Instead of MAKEDATE, I used DATEADD, which relied on using the date literal #2000-01-01#.
Does your datasource type allow for data literals?
Then New Fiscal Date becomes:
I think this works as described in the Interworks page, with the first Saturday in April being the
beginning of the Fiscal Year.
It was not clear to me in your original post why March 29, 2014 was the start of FY 2015-Q1.
If the condition is to find the Saturday of the week that includes April 1st,
then it would appear using that criterion, the start of FY2016-Q1 should be March 28, 2015,
since it is the Saturday immediately preceding April 1st which is a Wednesday.
I explored that method in the sheet entitled "week of Apr1".
That uses different calculations for [FirstWeek],[NewMonths],[NewYear].
Please see workbook v18.1 attached in the Forum Thread.
281966fy.twbx 551.2 KB