Brian Dunning's FileMaker Custom Functions

FYQ ( StartMonth ; StartDay ; theDate )

Determine Fiscal Quarter

  Average rating: 4.4 (33 votes) Log in to vote

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

Share on Facebook Share on Twitter

  Sample input:
FYQ (12; 16; 6/16/2013 )
  Sample output:
3Q2013

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

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

Log in to post comments.

 

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

Support this website.

This library has been a free commmunity resource for FileMaker users and developers for 15 years. It receives no funding and has no advertisements. If it has helped you out, I'd really appreciate it if you could contribute whatever you think it's worth: