Time filter for current FY

fredrickstraube
Frequent Contributor

Time filter for current FY

Hi,

I have an issue related to time filters. I have a module dedicated to time filter which I use for my other modules to show the relevant years/months. 

My fiscal year is from jun-may, and I want a filter showing only the current FY, that is from jun 2021-may 2022.

I hence want to have booleans ticked for those months but not for any other. It seems quite simple, but I cannot find a neat way to do it - anyone have any suggestions?

Thanks a lot in advance!

2 ACCEPTED SOLUTIONS

Accepted Solutions
rob_marshall
Moderator

Re: Time filter for current FY

@fredrickstraube 

 

You can use the function CurrentPeriod() if you are setting the current month in Time Settings.

 

2021-09-29_09-45-18.png

 

Then, create a SYS Time Module with the following line items:

FY Year (formatted as Period Year):  

 

2021-09-29_09-46-50.png

2021-09-29_09-48-19.png

 

The other line item needed is Current Year formatted as a boolean

2021-09-29_09-46-58.png

 

Hope this helps,

 

Rob

View solution in original post

bhubeshrana
Contributor

Re: Time filter for current FY

Your time setting should be like this:

 

bhubeshrana_0-1632990248241.png

and time Setting module should have following line items:

bhubeshrana_1-1632990310965.png

and result will be :

bhubeshrana_2-1632990361547.pngbhubeshrana_3-1632990380877.png

 

View solution in original post

4 REPLIES 4
rob_marshall
Moderator

Re: Time filter for current FY

@fredrickstraube 

 

You can use the function CurrentPeriod() if you are setting the current month in Time Settings.

 

2021-09-29_09-45-18.png

 

Then, create a SYS Time Module with the following line items:

FY Year (formatted as Period Year):  

 

2021-09-29_09-46-50.png

2021-09-29_09-48-19.png

 

The other line item needed is Current Year formatted as a boolean

2021-09-29_09-46-58.png

 

Hope this helps,

 

Rob

View solution in original post

fredrickstraube
Frequent Contributor

Re: Time filter for current FY

That worked perfectly, thanks a lot!
ChrisAHeathcote
Community Boss

Re: Time filter for current FY

Follow the advice from @rob_marshall  but also make sure to update the 'Fiscal Year Start Month' to June. 

bhubeshrana
Contributor

Re: Time filter for current FY

Your time setting should be like this:

 

bhubeshrana_0-1632990248241.png

and time Setting module should have following line items:

bhubeshrana_1-1632990310965.png

and result will be :

bhubeshrana_2-1632990361547.pngbhubeshrana_3-1632990380877.png

 

View solution in original post