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 FileMaker Pro Custom Functions

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FiscalQuarter ( date ; startingMonth ; startingDay ; nameByEnd )

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  Average rating: 4.2  (39 votes)
  Discuss this Custom Function

Michael Horak, *COMMENT Visual Realisation
http://comment.cjb.net/

Returns the fiscal year and quarter in which date occurs.

Sample Input:
FiscalQuarter ( 12/14/2013 ; 9 ; 15 ; 0 )

FiscalQuarter ( 12/15/2013 ; 9 ; 15 ; 0 )

FiscalQuarter ( 12/15/2013 ; 9 ; 15 ; 1 )


(sample dates are shown using mm/dd/yyyy format)
Sample Output:
2013Q1

2013Q2

2014Q2


 Then copy & paste into FileMaker Advanced's Edit Custom Function window.

Click here to copy To Clip Manager if you have myFMbutler's Clip Manager installed

Description:

Returns the fiscal year and quarter in which date occurs.

The function parameters are:
date - any calendar date;
startingMonth - the month in which the fiscal year starts;
startingDay - the day of month on which the fiscal year starts;
nameByEnd - a Boolean parameter for naming the fiscal year; when nameByEnd is false, the fiscal year's name will be the calendar year in which the fiscal year starts; when nameByEnd is true, the fiscal year's name will be the calendar year in which the fiscal year ends.

This function is NOT recursive.

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

This is my Custom Function and I want to edit it

Discuss:

Parameter `date` is a reserved word in Filemaker Pro. The code should be changed to accomodate that, substituting a non-reserved word for the parameter, for example, `anyDate` :

Let ( [
m = Month ( anyDate ) - ( Day ( anyDate ) < startingDay ) ;
q = Div ( Mod ( m - startingMonth ; 12 ) ; 3 ) + 1 ;

startingYear = Year ( anyDate ) - ( m < startingMonth ) ;
endingYear = Year ( Date ( startingMonth ; startingDay - 1 ; startingYear + 1 ) ) ;
y = Case ( nameByEnd ; endingYear ; startingYear )
] ;
y & "Q" & q
)

Austin Burbridge, Los Angeles
March 14, 2014 8:27pm

@Austin Burbridge:

Thank you for your comment. You are partially correct.

First, "date" is NOT a reserved word in Filemaker. You can name your field "date" and use it in any calculation formula with no problems. You can name any type of variable - including a Let() variable - "date" and it will work flawlessly.

However, when constructing a custom function, you are prevented from using "date" (or any other function name) as the function parameter name. I don't see any good reason for this, given the above. Therefore I knowingly and purposefully ignore this limitation and give my functions proper parameter names, same as FMI give theirs (cf. the Day() function, for example). Consider it a political statement, if you will.

Hopefully FMI will come to their senses one day and change their policy (if it even is a policy and not a mere oversight). Then this function will work as written. Until then, you and others wishing to take advantage of it will have to endure a small inconvenience. I suggest you write to FMI about it.

comment, VR
March 15, 2014 2:25am

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