I wrote out this formula because there was a need for our customers to be able to quickly see if a date was in or out of a current fiscal year. The key component of this formula is to have a way of thinking that doesn’t think of a year as January 1 to December 31st but rather from “First day of Fiscal” to “Last day of Fiscal”.
This formula could be used as a base if your company had a narrow criteria. The particular requirement I had was for plain text results for easier reporting.
Month( <<YOURDATEHERE>> )>9,Year(<<YOURDATEHERE>>)+1,Year(<<YOURDATEHERE>>)
“Out of Scope”)
The nice thing with the plain text is that you get a data set that makes reporting SUPER easy because you can then group on that field and have subtotals running.
Enjoy the weekend!