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FYQ ( Start ; theDate )

Fiscal year and quarter of a given date

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Matt Wills - Show more from this author Virtual Vermont http://www.virtualvermont.com/FMP/

  Function definition: (Copy & paste into FileMaker's Edit Custom Function window)

/* FYQ ( Start ; theDate ) */ /*Custom Function by Matt Wills (http://www.VirtualVermont.com/FMP)*/ Let ( [ Mo = Right ( "0" & Month ( theDate ) ; 2 ) ; Months = "01 02 03 04 05 06 07 08 09 10 11 12" ; Months = " " & MiddleWords ( Months ; Start ; 12 ) & " " & LeftWords ( Months ; Start -1 ) ] ; Choose ( Position ( Months ; Mo ; 1 ; 1 ) / 3 ; ""; "1" ; "1" ; "1" ; "2" ; "2" ; "2" ; "3" ; "3" ; "3" ; "4" ; "4" ; "4" ) & "Q" & Right ( If ( Start = 1 ; Year ( theDate ) ; Year ( theDate ) + 1 ) ; 2 ) ) Click to copy

Returns the fiscal year and quarter of a given date, considering the starting month of the fiscal year and observing the convention that the year is named for the year in which it ends (e.g., the US Government's fiscal year beginning October 1, 2007 and ending September 30, 2008 is FY 2008).

Start is the first month of the fiscal year
theDate is the date to be processed

With thanks to Mike Zarin for a suggestion that pulled it all together.

If you want the full four-character year (2008 rather than 08), change the last part of the concatenation to read

"Q" & If ( Start = 1 ; Year ( theDate ) ; Year ( theDate ) + 1 )

 

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