I am trying to create a formula field that will pull the First Fiscal Year of Giving based on their first gift date. We are only going back two fiscal years so I only need it for 2025 and 2026.
I am trying to get the field to show 2,025 if the first gift date is between July 1, 2024 and June 30, 2025 and to show 2,026 if the first gift date is between July 1, 2025- June 30, 2026. For all other first gift dates, it can be blank
I am so sorry that the field was not added. My apologies:
IF
(npo02__FirstCloseDate__c >= DATE(2024,07,01)) AND npo02__FirstCloseDate__c <= DATE(2025,06,30),"2,025"," ",
IF(npo02__FirstCloseDate__c >= DATE(2025,07,01),AND npo02__FirstCloseDate__c <= DATE(2026,06,30),"2,026"," "))) I keep getting an error message that the formatting is an issue.
The Formula that I posted does EXACTLY that, there's no need for any additional lines, or to re-evaluate the npo02__FirstCloseDate__c field again and again
This is ALL you need =>
TEXT(IF( MONTH( npo02__FirstCloseDate__c ) >= 7,
YEAR( npo02__FirstCloseDate__c ) + 1,
YEAR( npo02__FirstCloseDate__c )) )
If the npo02__FirstCloseDate__c = FY 2025 it will return 2025
If the npo02__FirstCloseDate__c = FY 2024 it will return 2024
If the npo02__FirstCloseDate__c = FY 1999 it will party like it's 1999 (Fiscal Year)
