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How to use Fiscal Year

edited Nov 5, 2012 3:47AM in CRM On Demand - Reports and Dashboards (MOSC) 3 commentsAnswered
Our fiscal year starts on October 1, and causes me no small bit of headaches. I finally figured out how to account for this in reports. Has anyone else figured out other ways to do this? My method is not elegant. Here's my SQL code (use  your own date field for "Opportunity.Close Date"):

YEAR((Opportunity."Close Date")) = VALUEOF(NQ_SESSION."CURRENT_YEAR") AND MONTH(Opportunity."Close Date") IN (1, 2, 3, 4, 5, 6, 7, 8, 9) 
OR (YEAR((Opportunity."Close Date")) = VALUEOF(NQ_SESSION."CURRENT_YEAR")-1) AND MONTH(Opportunity."Close Date") IN (10, 11, 12)

The "YEAR" function returns the calendar year, and the "CURRENT_YEAR" function returns the fiscal year. This is the only way I could figure out how to force them to match up.

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