Fiscal date by Year & Quarter

Platform discussions
1

Hello,

I need a column that gives me the Fiscal year and quarter i.e. “FY24/25 - Q1”, I am currently using the below formula but it returns “FY26-Q1”

“FY” & FORMAT_DATE(EDATE(FORMAT_DATE({Creation Log#Date}),9),“YY”)
& “-Q” & FORMAT_DATE(EDATE(FORMAT_DATE({Creation Log#Date}),9),“Q”)

2

Try this:

IF({Due Date}, 
  "FY" & FORMAT_DATE(EDATE(FORMAT_DATE({Due Date}),9),"YY") & "/" & SUM(FORMAT_DATE(EDATE(FORMAT_DATE({Due Date}),9),"YY"), 1)
  & "-Q" & FORMAT_DATE(EDATE(FORMAT_DATE({Due Date}),9),"Q"), ""
)

Jim - The Monday Man
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