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New Contributor

Fiscal Year End

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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Master Anaplanner/Community Boss

Re: Fiscal Year End

@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