Is there a function where I can cumulate an amount but reset it to zero when January is reached in the next year (we are using a 2 year timescale)?
We have a start of April in our FY. I have used this formula
CUMULATE(VALUE) - OFFSET(CUMULATE(VALUE), IF MONTH(START()) > 3 THEN -MONTH(START()) + 3 ELSE -MONTH(START()) - 9, 0)
However this is summing into the next year too. Am I doing something wrong?
This thread was before the YeartoDate function was created. If your Fiscal Year starts in April, why not change the time settings to begin in April