How to make formula stay the same across Fiscal Years.

Question

Currently, I am having to manually add a formula for the Fiscal Year to display in a report due to the original report not having the Fiscal Year in it. Is there a way to make the formula "Fiscal Year = 2021" stay 2021 for that FY 21 and corresponding periods and then I can change to FY 22 based off the current FY? We haven't closed our FY 21 yet but if I go into the formula and change the formula to result in FY 22 for Period 1 of 22, it will also change all of the labels for FY21 to FY22. Is there something like in excel where putting the $ in the formula will make the formula always call that specific cell or number?
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Accepted Answer

Hi @Matthew Sparks, can you maybe add HTML to your report to show the Fiscal Year instead?

I had a header in a report where I needed the Fiscal Year to be dynamic and not static. While in 2021, I want it to say 2021, if I switch over to 2022, I wanted it to then say 2022. To do that, you can add HTML to your report and include what they call 'context-dependent text'.

Here's the HTML for a client report that shows "Service Name - 2021 Summary"... That bit in yellow is what you want to automagically show the Fiscal Year..

<%=All Business Services.Service Header%> - <%=CurrentDate("Y")%> Summary

Maybe could use that as another option perhaps? If not, I know some date-logic-savvy TBMAs will hop on and save the day! 🤩🐱‍👤
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