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Fiscal year dates

I would like to associate fiscal year dates with customer records.  So for example, customer A may have a fiscal year that goes from July 1 to June 30. 

Does anyone know if there an easy way to do this so that when you're running reports/charts, you can query on data and organize it by fiscal year.?





     I believe you could just associate a Fiscal Year Start Date & End Date with each customer record and then use those dates to group & sort the information in reports.  

    You could also make a multiple choice field, which would probably be the easiest thing to do.  With this, you'd be able to sort & group according to the Fiscal Year field's choices, which could have choices like "July 1 - June 30" or  Sept 1 - August 31."  

    Hopefully that answers your question.


      So would the field type be text  and if so, I'm not sure I would be able to get the proper chronological sorting if I 'm looking at data over multiple fiscal years?   So for example,   fiscal year 2010 (Jul '09 to Jun '10), fiscal year 2011 (Jul '10 to Jun '11), fiscal year 2012 (Jul '11 to Jun '12).



        Why don't you only capture either the first day of the fiscal year or the last day?  Then you can sort by that as a date field.

        Its pretty rare (but i guess possible) that there is a truncated fiscal year - that usually only happens with some kind of legal reorganization where the fiscal year is changing.




          I'm not sure I understand.  I have other data that needs to be associated with a fiscal year.  So, a record for November 2010 might be associated with Fiscal year 2011.  Does your suggestion handle this?


            I'm not totally clear on your structure, but it sounds like you have a Customer table and then you have other tables with records that are associated with a specific Customer. Typically you would organize reports by your fiscal year, but it sounds like you want to organize reports based on the Customer's FY. So, here is a suggestion:
            (1) Create multi-choice fields in your Customer table for "FY Start Month" and "FY Start Day" (you can create them as numeric fields and then change them to multi-choice to ensure valid data).
            (2) Create numeric lookups of those fields using the same names in whatever tables you will want to calculate the FY based on a date entered and compared to that Customer's FY.
            (3) For each Date field that you will want to group by FY in reports, create a matching FY field. For example, if each Customer had many Projects and you had a Project Start Date, you could create a formula-text field for Project FY Start. The formula to get a result of "FY2010" would be something like:
            var number projyr=Year([Project Start Date]);
            "FY" &
            If([Project Start Date] >=Date($projyr, [FY Start Month], [FY Start Day]),
            Sum($projyr, 1), $projyr)
            If you are not going to require the Customer to have a Start Month and Start Day, you could enhance the formula to assume Jan 1 for any Customers that don't have a month entered, and could assume the 1st of the month if they only have a month and not a day.
            Hope that helps,



              Keira...thanks.  Let me think about this, not sure it addresses what I need to do, but possibly.  Tony

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