function readOnly(count){ }
Sign Up ›
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
Learn More

Browse by Topic
ShowAll Questionssorted byDate Posted
+ Start a Discussion
Matt van WijkMatt van Wijk 

Calculating Fiscal Year from a date field

I'm trying to use a formula to name an object based on 4 variables. One of these will hopefully be the fiscal year of our field "startdate"

Our fiscal year begins in July, so ideally 1/06/2016 should return "FY16" and 1/07/16 should return "FY17" and so on.
How would I go about doing this? The code I am trying to use says:

&CASE(
  MONTH( StartDate ),
  1, (Year( StartDate )),
  2, (Year( StartDate )),
  3, (Year( StartDate )),
  4, (Year( StartDate )),
  5, (Year( StartDate )),
  6, (Year( StartDate )),
  7, (Year( StartDate )),
  (Year( StartDate ))+1)

This is returning an error "Error: Incorrect parameter type for operator '&'. Expected Text, received Number"

Here is the full code below; when I remove the above section, it works fine:

Parent.Name
&" - FY"
&CASE(
  MONTH( StartDate ),
  1, (Year( StartDate )),
  2, (Year( StartDate )),
  3, (Year( StartDate )),
  4, (Year( StartDate )),
  5, (Year( StartDate )),
  6, (Year( StartDate )),
  7, (Year( StartDate )),
  (Year( StartDate ))+1)
&" - "
&CASE(
  MONTH( StartDate ),
  1, "January",
  2, "February",
  3, "March",
  4, "April",
  5, "May",
  6, "June",
  7, "July",
  8, "August",
  9, "September",
  10, "October",
  11, "November",
  "December")
&" - "
&Team_Leader__c

Thank you for any help!
FearNoneFearNone
Hi Matt, 

As you can see in the error, you are passing a Number value to "&". "&" only concatenate strings.
To fix this, change the return value of the Case to Text... 
&TEXT(CASE(
  MONTH( StartDate ),
  1, (Year( StartDate )),
  2, (Year( StartDate )),
  3, (Year( StartDate )),
  4, (Year( StartDate )),
  5, (Year( StartDate )),
  6, (Year( StartDate )),
  7, (Year( StartDate )),
  (Year( StartDate ))+1)
)
&" - "



Best Regards