Fiscal Year End

bbolton
bbolton
in Modeling
Hi, I want to get the value for my fiscal year end into a module (Date format) *See picture E.g. For my line item "Currentperiod" I can enter CURRENTPERIODSTART() in the formula field and get 2019-04-01 I want to do the same for when my fiscal year ends e.g. 2018-10-31 (should be dynamic)
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Best Answer

  • DavidSmith
    DavidSmith
    Answer ✓

    @bbolton 

    Simple, just subtract 1 from the date

    so Current period -1

     

    However, that will only work if your Current Period is the first month of the Timescale

     

    This is how to make it work for any month in the Current Period setting

     

    1. Set up a Time Lookup module (no dimensions), as below

    2019-08-08_14-30-33.png

    Formulas are:

    Current Year = PERIOD(CURRENTPERIODSTART()) with the line item formatted as Time Period:Year

    CY Start = START(Current Year) with the line item formatted as Date

    CY End = START(Current Year) -1 with the line item formatted as Date

     

    I hope this helps

    David

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