Fiscal Year Date setting for data filtering

App Development
1

I have a client who operates on a fiscal calendar - 9/1 through 8/31.

In their app, I have cards, tables, and reports that need the data limited to the current fiscal year.

I think the best way would be to create a date formula field that would end up displaying “FY + The Year it ends”, then save that to a field that I can filter by.

Any better solutions? Examples? Help with the syntax?

Thanks!
Marc

2

Are you opposed to using table rules to set {Fiscal Start} to 09/01/2020 and {Fiscal End} to 08/31/2021?

3

I’m hoping to not have to remember to update this every year, and also allow them to look at different fiscal years for reporting.

4

Ah ok, so if that’s the case…what about creating a separate data table for fiscal years and connecting to them from your other data table?