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!
ChrisHeathcote
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. 

Chris Heathcote
Bedford Consulting

Gold Partner and Regional Partner of the Year 2021, EMEA
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