Brian Dunning's FileMaker Custom Functions

FYQ ( Start ; theDate )

Fiscal year and quarter of a given date

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Matt Wills   Matt Wills
Virtual Vermont
http://www.VirtualVermont.com/FMP

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  Sample input:
FYQ ( 7 ; 1/15/08 )

FYQ ( 10 ; 1/15/08 )
  Sample output:
3Q08

2Q08

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

Returns the fiscal year and quarter of a given date, considering the starting month of the fiscal year and observing the convention that the year is named for the year in which it ends (e.g., the US Government's fiscal year beginning October 1, 2007 and ending September 30, 2008 is FY 2008).

Start is the first month of the fiscal year
theDate is the date to be processed

With thanks to Mike Zarin for a suggestion that pulled it all together.

If you want the full four-character year (2008 rather than 08), change the last part of the concatenation to read

"Q" & If ( Start = 1 ; Year ( theDate ) ; Year ( theDate ) + 1 )

 

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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.

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