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Drop Down Question

Posted on by 165
Hello All - I have a sitiation with Fiscal Year  & Quarter
Based on the date, I would like the drop down value to be the specific Fiscal Year and Quarter. For eg, November 1st is FY 25 Quarter 2. In case the user accesses the form on January 1st 2025, it should show FY 25 Q3. Whats the best way to handle this. 
 
Data Sources is SP List.
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  • Verified answer
    mmbr1606 Profile Picture
    mmbr1606 9,998 on at
    Drop Down Question
    hey
     
     
     
    can u try this? its just an idea you might need to tweak that it fits your needs:
    
    Set(varToday, Today());
    
    
    Set(varFiscalYear, 
        If(
            Month(varToday) >= 10, 
            Year(varToday) + 1, 
            Year(varToday)
        )
    );
    
    Set(varFiscalQuarter, 
        Switch(
            Month(varToday),
            10, 1, 11, 1, 12, 1,   // Q1: Oct-Dec
            1, 2, 2, 2, 3, 2,      // Q2: Jan-Mar
            4, 3, 5, 3, 6, 3,      // Q3: Apr-Jun
            7, 4, 8, 4, 9, 4       // Q4: Jul-Sep
        )
    );
    
    
    Set(varFiscalDisplay, "FY " & Text(varFiscalYear) & " Q" & Text(varFiscalQuarter));
    
    in the default of your dropdown set varFiscalDisplay
     
    if it helped please mark as verified answer,
     
     
    cheers

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