how to get the beginning month of the current year in a line item

[DMManalili]

Hi, for your assistance please. How can I get the beginning month of the current year based on the a line item which is Month format from a line item data converted from a number format to a date format? I created a system module but I cannot use it or refer it because the data that I need to get should refer to the line item (Month). Please see ss of my modules below. Thank you.

Data Module

[ChrisHeathcote]

@DMManalili 

Try using the following 

=PERIOD(START(Current Year Formatted Line Item))

The target line item should be month formatted. 

This will return the first month of the year being queried.

[rob_marshall · Accepted solution]

@DMManalili 

You have all the information you need right there, but I would suggest the following:

• don't do all of this logic in the data module, but in a SYS Time module
• In your SYS Time Module, create these two line items
  Current Year: ITEM(Time) formatted at Time Period Year
  First Month of the Year: ITEM(Time) = PERIOD(START(Current Year)) formatted as boolen
  
  
• From your picture, the formula for Beg Current Month should be: SYS.Time Filter.First month of year?[lookup:Month]
• And now you can remove the Fiscal Year and Year L2 line items.

Rob

Rob

[DMManalili]

Hi Rob, thank you 🙂

[DMManalili]

Hi Chris, thank you 🙂