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 FileMaker Pro Custom Functions

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FiscalQuarter ( date ; startingMonth ; startingDay ; nameByEnd )

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  Average rating: 4.3  (39 votes)
  Discuss this Custom Function

Michael Horak, *COMMENT Visual Realisation

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:



 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


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 Please contact the individual developer with any questions or problems.

This is my Custom Function and I want to edit it


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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