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Fiscal range search

Question asked by FileMakerNovice on Dec 27, 2013
Latest reply on Dec 27, 2013 by FileMakerNovice

Title

Fiscal range search

Post

     Hello,

     I am looking for a solution on how to do an automatic search given a fiscal month.  I would like to have a pull down list displaying the last 12 fiscal months:  2013P10, 2013P11, 2013P12, 2014P1, etc.  Once one of these is selected, I want the search to perform for the date range of these.

     I am familiar with searches, lists and relationships but can't figure a starting point.  My first thought is to create a table with Name, Start, End, Active.  Our Fiscal Year starts in October.  So October would be 2014P1, 9/29/2013, 11/1/2013, True.  I could then create a list with a trigger to do a search when 2014P1 is selected.

     Is this the best way or is there an easier way?  Additionally, is there a way to automate the creation of the fiscal list?

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