Calculate the Number of Fiscal Year

Overview

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

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

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

Example: Using the calculated number of fiscal years in another action ('Add New Record')

Set an Action that runs the Do “Calculate the Number of 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 the Number of Fiscal Year” is “2”, change the formula to “=$2”.)

Set Date, Start Month of Fiscal Year, and Year of First Term.

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.

Enter the year of the first period in the year.

For example, if the start month of a fiscal year is October and the first year is 2000:

You can get the different results on the date.

Empty values cause an error at runtime.