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Fiscal year in Formula field


NeoInJS
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Hello - I have and Start_Date field with Data type Date/Time. I added another field that is call Renewal_date with Formula field data type. May I please ask for the formula to use in my Renewal_date field.

For example:  Start_Date - 07/15/2017

Expected Renewal Date should be = 07/15/2018

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1 hour ago, NeoInJS said:

Hello - I have and Start_Date field with Data type Date/Time. I added another field that is call Renewal_date with Formula field data type. May I please ask for the formula to use in my Renewal_date field.

For example:  Start_Date - 07/15/2017

Expected Renewal Date should be = 07/15/2018

Hi NeoInJS,

You can try DATEADD(year, 1, [@field: Start_Date]).

Thanks.

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Thank you. Just also found a workaround

 

***To get the Quarter:***

 

CASE

 

WHEN Month([@field:Renewal_Date]) <=3 THEN 'Q4'

WHEN Month([@field:Renewal_Date]) <=6 THEN 'Q1'

WHEN Month([@field:Renewal_Date]) <=9 THEN 'Q2'

WHEN Month([@field:Renewal_Date]) <=12 THEN 'Q3'

 

ELSE 'NA'

 

END

 

***To get the FY:***

 CASE WHEN (Month([@field:FYEntry]) >= 4 AND Month([@field:FYEntry]) <= 12) THEN Right ((Year([@field:FYEntry])+1),2) ELSE Right (Year([@field:FYEntry]),2) END

 

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