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GetStartOfFinancialPeriod Function

GetStartOfFinancialPeriod(date as Date, period as String, number as Numeric)

Category:

Date
 

Description:

Returns the calendar date of the first day of the resulting fiscal period (after applying a shift of the number of periods to the supplied date)

Supported Context:

Formula Field And Business Rules
 

date as Date

The Date you want to apply the period shift to.
 

period as String

Represents the frame of time that you would like to shift by. Value can be either "m", "q", "y" corresponding to month, quarter, or year.

Number as Numeric

The number of periods that you would like to shift the date by.
 

Returned value as Date

Returns the calendar date of the first day of the financial period that contains the shifted date.

Example #1

Find the date of the first day of the financial quarter that my project is due to start

GetStartOfFinancialPeriod($StartDate,”q”,0)

Example #2

Find the date of the first day of the next financial quarter after my project is due to start

GetStartOfFinancialPeriod($StartDate,”q”,1)

Example #3

Find the date of the first day of the financial planning timeframe on a project

GetStartOfFinancialPeriod($StartDate,'m',$FinancialStart)

Example #4

Find the date of the last day of the financial planning timeframe on a project

DateAddCalendarFixedPeriod(GetStartOfFinancialPeriod($DueDate,'m',$FinancialEnd+1),'d',-1)