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FYQ ( StartMonth ; StartDay ; theDate )

Determine Fiscal Quarter

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Tim Brown Antidote Solutions http://www.antidotesolutions.com

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

/* FYQ( StartMonth; StartDay; theDate ) created by Tim Brown, Antidote Solutions www.antidotesolutions.com This Function allows you to calculate any Fiscal Date. Most FYQ start on the first. However, we came across a client that starts on the 16th. This uses a bizzare extra function. I use the Month function twice. Since there 28 days in Feb need to add 2 days in the CalcDay variable */ A BUG WAS FOUND, I WILL BE UPDATING SHORTLY Click to copy

This the calculate the Fiscal Quarter for any start date. Typically a quarter starts on the first day of the month. However, I have a client that does not. Nor does it have to. All the calcs, I found assume a start date of the first. So I use an date offset method to calculate the Quarter.

 

Comments

		comment, VR Oct 21, 2013
Couldn't really follow your method, but the results are not what one would expect: FYQ (1; 1; 1/1/2013) returns "1Q14" - expected "1Q13". FYQ (7; 1; 12/30/2013) returns "2Q14" but FYQ (7; 1; 12/31/2013) returns "3Q14" - although both dates are in the same 2nd Q.

		comment, VR Oct 22, 2013
Anyway, this is an interesting problem - see my approach at: http://www.briandunning.com/cf/1602

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