Link to home
Start Free TrialLog in
Avatar of trilian
trilianFlag for United States of America

asked on

Select Data for Last Fiscal Qty and Current Fiscal Qtr

Our fiscal year is Dec 1 to Nov 30.  I need to  report and compare data only from Last Yr Fiscal Qtr to Current Year Fiscal Qtr. The report will be scheduled to run automatically.

How would i select data based on a date field for this time period?
Avatar of Mike McCracken
Mike McCracken

If you run it on the first of the FY quarter you can use

{DateField} IN DateAdd('m',-3,CurrentDate) to CurrentDate
or
{DateField} IN DateAdd('m',-15,CurrentDate) to DateAdd('m',-12,CurrentDate)


If you want to be able to run it at any time then the formula becomes more difficult.

mlmcc
Avatar of trilian

ASKER

That is one of the requests. They want the report  to run every week with Current Fiscal Qtr information compared to LYFQ to date.
WHen you say current do you mean run today returns Jun-Aug 2012
Run on 1 Sep returns Sep-Nov 2012

mlmcc
Avatar of trilian

ASKER

If ran today it will report Jun-aug 11 and Jun-aug 12. Ran during sept to nov it would report sept to nov 11 and sept to nov 12 and so on...
Thanks
Is your date field just a date, or does it include a time?  If it includes a time, is the time set, or is it always 12 AM?  It will make a difference in the formula.

 James
Avatar of trilian

ASKER

The field is a datetime field and always set at 12AM.
ASKER CERTIFIED SOLUTION
Avatar of James0628
James0628

Link to home
membership
This solution is only available to members.
To access this solution, you must be a member of Experts Exchange.
Start Free Trial
Avatar of trilian

ASKER

Thank you very much!
You're welcome.  Glad I could help.

 James