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Posted on by sankhlay

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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.

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mmbr1606 14,615 Super User 2026 Season 1 on at

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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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