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Submitting a 12 Fiscal Year items list.

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Posted on by Community Power Pla... Microsoft Employee

Hi guys, im new to powerapps. Ive been using it for about two months now. My boss has me developing a Tracker app where the users have a button to automatically create a twelve month item list based off a submitted Start Date. He requested a a Fiscal Year column in the table as well.

I got it to work relatively well by creating the items based of the Start Date using the DateAdd function. So example, using Collect the list is created in SP with:

DateAdd(Date, 1, Months)

DateAdd(Date, 2, Months)

and so on..

The problem is the Fiscal Year though. Since our FY is from October to September i am having a difficult time creating the logic to enter the correct FY for the items based on the submitted Start Date. Setting a logic like:

"If Month>=10, Fiscal Year+1, Fiscal Year", doesn't work because if the Start Date submitted is 9/1/2020 then a 12 item list would be created rolling over into Jan of 2021. January's value is 1 which is less than 10 and returning a FY of 2020.

Im probably over thinking this but if anyone could assist with the logic it'd be much appreciated.

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Community Power Pla... Microsoft Employee on at

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You could create this table on your app's OnStart property and reference it when you need to do FY logic.

ClearCollect(FiscalYearSchedule, Table( {FiscalMonth:1,MonthName:"October",MonthNumber:10} ,{FiscalMonth:2,MonthName:"November",MonthNumber:11} ,{FiscalMonth:3,MonthName:"December",MonthNumber:12} ,{FiscalMonth:4,MonthName:"January",MonthNumber:1} ,{FiscalMonth:5,MonthName:"February",MonthNumber:2} ,{FiscalMonth:6,MonthName:"March",MonthNumber:3} ,{FiscalMonth:7,MonthName:"April",MonthNumber:4} ,{FiscalMonth:8,MonthName:"May",MonthNumber:5} ,{FiscalMonth:9,MonthName:"June",MonthNumber:6} ,{FiscalMonth:10,MonthName:"July",MonthNumber:7} ,{FiscalMonth:11,MonthName:"August",MonthNumber:8} ,{FiscalMonth:12,MonthName:"September",MonthNumber:9} ))

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AGroegelich 140 on at

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You have to cheat. I would add a second (hidden) column numbered 1 to 12. Name the column for example FiscMonthNr. In your case October will be month 1 and September month 12.

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Community Power Pla... Microsoft Employee on at

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@Anonymous Thanks for this. Never though about using a collection since I've never used a collected table before. Your conversion table worked like a charm, although it look me a bit to rework my logic for it. Not only did it work, it optimized the variables and formulas i over complicated trying to figure this out. Thanks again!

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