Extract FY from Date

MarkTurkenburg
Community Boss

Extract FY from Date

Hi Team,

 

I'm trying to extract the FY from a date. In our world the Fiscal years run from July to June & hence 1/07/19 would be FY20

 

I could convert the date to a Time Period & have a separate module that maps the Time Period to FY but I thought that might be overkill?

 

Many thanks

 

Mark

1 ACCEPTED SOLUTION

Accepted Solutions
ArunManickam
Master Anaplanner/Community Boss

Re: Extract FY from Date

10 REPLIES 10
ArunManickam
Master Anaplanner/Community Boss

Re: Extract FY from Date

Hello Mark,

 

You should have a SYSTEM (as part of DISCO) module for time settings, where you can convert dates/periods into FY and can be referenced elsewhere in the model.

 

Calculate once and reference many times. You can directly convert the date into Year time period.

 

Thanks

Arun

nathan_rudman
Master Anaplanner/Community Boss

Re: Extract FY from Date

Arun's right. Time setting module is a must have in every model (almost).

You can download the time filters app from the app hub to have an example:

https://community.anaplan.com/t5/Learning/Time-Filters/ba-p/28086

 


Nathan Rudman, Anaplan Model Builder
MarkTurkenburg
Community Boss

Re: Extract FY from Date

Thanks Nathan & Arun. I have a Time Filter module but I was asking more specifically as to how to convert a date/period & return the FY?

 

Cheers

 

Mark

ArunManickam
Master Anaplanner/Community Boss

Re: Extract FY from Date

MarkTurkenburg
Community Boss

Re: Extract FY from Date

Thanks @ArunManickam 

 

I was incorrectly thinking the PERIOD function would only return the month of the date, rather than the Time Period selected as the list value!

 

Mark

nathan_rudman
Master Anaplanner/Community Boss

Re: Extract FY from Date

MONTH() returns the month
you should take a look at my time filters app you might find some inspirations 🙂

Nathan Rudman, Anaplan Model Builder
MarkTurkenburg
Community Boss

Re: Extract FY from Date

Thanks @nathan_rudman 

 

App downloaded & checking it out

 

Mark

DavidSmith
Master Anaplanner/Community Boss

Re: Extract FY from Date

@MarkTurkenburg 

Also check out the INPERIOD() function

In a module dimensioned by year, this can identify in which year the date falls

2019-10-03_07-22-03.png

 

2019-10-03_08-24-48.png

 

2019-10-03_08-23-54.png

Hope that helps

David 

 

DavidSmith
Master Anaplanner/Community Boss

Re: Extract FY from Date

Actually this works on any module by time

2019-10-03_08-29-54.png

David