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This should be super easy, but I can't find any elegant solution out there in Salesforce-land:

 

I want a simple function or system variable, usable in formulas, that returns the year number for the current fiscal year - based on the SF fiscal year setting.  My fiscal year happens to start July 1, so from July to Dec the current fiscal year is 1 more than the current calendar year.  From Jan to June they are the same.

 

I have several formula fields that check "did something happen in the current fiscal year".  They currently look sort of like this:

 

YEAR( npo02__MembershipJoinDate__c ) = IF (MONTH( TODAY() ) > 6, YEAR( TODAY() ) + 1, YEAR( TODAY() ) )

 

And I want them to look like this:

 

YEAR( npo02__MembershipJoinDate__c ) = CURRENTFISCALYEAR()

 

Both for clarity, and in order to rely on the fiscal year setting rather than a hard coded month number.

 

Easy to run reports and NPSP rollups that are aware of fiscal years, but not formulas, as far as I can tell.

 

@Salesforce.org System Administrators 

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