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On calendar date pick, populate fields with fiscal year and fiscal qtr

4Justme2
in Calculation Engine (Define Fields)

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Once my enduser picks a date from a calendar popup I would like to automatically populate two fields: a fiscal year and fiscal quarter.

The fiscal year runs from July one year to the end of June the next.

July - Sept = fiscal quarter 1

Oct - Dec = fiscal quarter 2

Jan - Mar = fiscal quarter 3

April - Jun = fiscal quarter 4

Try:

FY =

Year ( SelectedDate ) - ( Month ( SelectedDate ) < 7 )




FQ =



Div ( Mod ( Month ( SelectedDate ) - 7 ; 12 ) ; 3 ) + 1

Result is Number for both.

  • Author

Excellent! Many thanks... mp

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