Fical year formula

Platform discussions
1

I am trying to group requests by fiscal year (starts 7/1 and ends 6/30).

I am looking for a formula for below situation:
If Request-Date is between "2023-07-01’ and “2024-06-30” then FY23.

Tried using AND but no luck.
Appreciate your help!

2

Try this

CONCATENATE(“FY”,IF(MONTH({Date})>6,FORMAT_DATE({Date},“YY”),FORMAT_DATE(DATE((YEAR({Date})+1),1,1),“YY”)))

Basically we take the Date, check whether the month is after June. If it is then extract the 2 digits from the year.
If month is Jan - June, then get the date from the first of Jan of that year, extract the 2 digits of that year value

Finally pass that into a concatenate string to prefix the FY

Do :heart: this post if it solves the problem.

Thanks
Dipali