FiscalYear ( TheDate ; FYStartMonth )

Enter a date and FY starting month and the function will give as result the fiscal year the date belongs to.

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Mike Zarin - Show more from this author
Mike Zarin Consulting
http://www.mikezarin.com

Sample input:

FiscalYear (4/25/05; 7)

Sample output:

2005

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

//Function: FiscalYear ( TheDate ; FYStartMonth )
//Author: Mike Zarin
//Contact: http://www.mikezarin.com
//
//Purpose: Enter a date and FY starting month and the function will give as result the fiscal year the date belongs to.
//   Also useful for academic years or any other non-calendar year that starts on the first of a month.
//
//Notes: Function gives value for the _ending_ year of theDate's FY; you will have to subtract 1 to get the _starting_ year
//
//Examples: 
//    FiscalYear (4/25/05; 7) = 2005 because Year (4/25/05) = 2005 to which is added 
//        Boolean result of (Month (4/25/05) >= 7 ) = 0 (Boolean result is 0 because 4 is not >= 7)
//    FiscalYear (8/25/2005; 7) = 2006 because Year (8/25/2005) = 2005 to which is added
//        Boolean result of (Month (8/25/2005) >= 7 ) = 1 (Boolean result is 1 because 8 >= 7)
//
//Function:
Let(
    TheFY = Year( TheDate ) + ( Month( TheDate ) >= FYStartMonth );
    TheFY
)

Enter a date and FY starting month and the function will give as result the fiscal year the date belongs to.

Also useful for academic years or any other non-calendar year that starts on the first of a month.

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Note: these functions are not guaranteed or supported by BrianDunning.com. Please contact the individual developer with any questions or problems.

FiscalYear ( TheDate ; FYStartMonth )

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