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
Master Anaplanner/Community Boss

## Re: Extract FY from Date

10 REPLIES 10
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

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
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

Master Anaplanner/Community Boss

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

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
Community Boss

## Re: Extract FY from Date

Thanks @nathan_rudman

Mark

Master Anaplanner/Community Boss

## Re: Extract FY from Date

Also check out the INPERIOD() function

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

Hope that helps

David

Master Anaplanner/Community Boss

## Re: Extract FY from Date

Actually this works on any module by time

David