Calculate Fiscal Year

Overview

Calculate the fiscal year of the specified date. Other actions can reference the result.

When you run an action “Calculate Fiscal Year,” the yeare is stored internally as a result of the action.

Saved years can be retrieved using formulas, such as “=$1.”

Example: Using the year of the calculation in another action ('Add New Record')

Set an Action that runs the Do “Calculate Fiscal Year.” Assume that the Action Number is “1.”
Open the “Mapping” menu of “Add New Record” and put “=$1” for the field you want to set. (If the Action Number of “Calculate Fiscal Year” is “2”, change the formula to “=$2”.)

Set Date and Start Month of Fiscal Year.

Enter the date to calculate the fiscal year.

If you want to access the value of a “Date” field or a “Date and time” field, input the field code as shown in the example below:

=Date_2

Remember to use an equals sign (=) before the field code to access the value of that field.

Use the syntax below if you want to use the current date.

=today()

This will set the current date as the value of this parameter.

Values that cannot be interpreted as empty values or dates cause an error at runtime.

Select the fiscal year start month.

For example, if you choose October for this month, the period from October 2018 to September 2019 is considered fiscal 2018.