+ Start a Discussion
cml9cml9 

Help with Fiscal Year Formula..

IF( CloseDate >= Date(2015, 07, 01) && IsClosed == TRUE , Amount , NULL)

I would like to update this so that there is no need for me to update this formula yearly... can anyone help?
Best Answer chosen by cml9
AnjithKumarAnjithKumar
You should use Year(),Month() methods as follows
 
IF( CloseDate >= Date(YEAR(TODAY()), 07, 01) && IsClosed == TRUE , Amount , NULL)

It will take current year.
For more help please look into trailhead trail  https://developer.salesforce.com/trailhead/force_com_admin_advanced/advanced_formulas/date_formulas

Hope it helps

All Answers

AnjithKumarAnjithKumar
You should use Year(),Month() methods as follows
 
IF( CloseDate >= Date(YEAR(TODAY()), 07, 01) && IsClosed == TRUE , Amount , NULL)

It will take current year.
For more help please look into trailhead trail  https://developer.salesforce.com/trailhead/force_com_admin_advanced/advanced_formulas/date_formulas

Hope it helps
This was selected as the best answer
salesforce mesalesforce me
Hi check this ..

CASE(
(if(Month(today())>9,Year(today())+1,Year(today())))-(if(
Month( <<YOURDATEHERE>> )>9,Year(<<YOURDATEHERE>>)+1,Year(<<YOURDATEHERE>>)
)),
1,”Previous FY”,
0,”Current FY”,
“Out of Scope”)
salesforce mesalesforce me
Hi check this once also....


IF(TODAY() < DATE(2015,4,1), DATE(2014,4,1), IF(TODAY() < DATE(2016,4,1), DATE(2015,4,1), IF(TODAY() < DATE(2017,4,1), DATE(2016,4,1), ... ) ) )