FINANCIALPERIODLIST

Overview

The FINANCIALPERIODLIST function returns an expanded list of financial periods defined in the system, optionally bounded by the specified period boundaries.

Velixo recommends the use of Microsoft 365 for this feature. Experimentally, Excel 2010 or higher may be used. See the Prerequisites for additional information.

Syntax

CODE

=FINANCIALPERIODLIST(Connection, FromPeriod, ToPeriod, ShouldIncludeAdjustmentPeriods, SortOrder, Company)

Arguments

The FINANCIALPERIODLIST function uses the following arguments (see our article on filtering Velixo functions):

Argument	Required/ Optional	Description
`Connection`	Required	The name of the connection, as specified in the Connection Manager
`FromPeriod`	Optional (may be used without `ToPeriod`)	The `STARTING` financial period (inclusive) in the MM-YYYY format
`ToPeriod`	Optional (may be used without `FromPeriod`)	The `ENDING` financial period (inclusive) in MM-YYYY format.
`ShouldIncludeAdjustmentPeriods`	Optional (default = `TRUE`)	`TRUE` / `FALSE` value indicates whether the defined adjustment periods should be included in the displayed list.
`SortOrder`	Optional (default = 1)	The order in which the financial periods will be listed: 1 = Ascending 2 = Descending
`Company`	Optional	The ID of the company whose financial calendar is to be used for determining the results. This argument is used when the Multiple Calendar Support feature is enabled within Acumatica. The company financial calendar of the specified company will be used. If left empty value, the Master Financial Calendar will be used.

Examples

Example 1 - Both period arguments included

CODE

=FINANCIALPERIODLIST("Demo", "01-2020", "12-2020", , 1)

Description: Displays the financial periods (in ascending order) between the first and twelfth periods of the 2012 financial year (inclusive), including any adjustment periods.

Result:

Example 2 - No starting period

CODE

=FINANCIALPERIODLIST("Demo", , "02-2018")

Description: Displays a list starting with the first financial period defined in the system and ending with the second financial period of 2018, including adjustment periods.

Result:

The adjustment period 13-2017 is included.

Example 3 - Exclude adjusting period

CODE

=FINANCIALPERIODLIST("Demo", , "02-2018", FALSE)

Description: Displays a list starting with the first financial period defined in the system and ending with the second financial period of 2018, excluding the adjusting period.

Result:

The adjustment period 13-2017 is not included

Example 4 - No ending period

CODE

=FINANCIALPERIODLIST("Demo", "10-2019")

Description: Displays a list starting with the tenth period of 2019 and ending with the last financial period defined in the system.

Result:

Example 5 - List periods across columns

CODE

=TRANSPOSE(FINANCIALPERIODLIST("Demo", "01-2018", "12-2018", FALSE))

Description: Use the Excel TRANSPOSE function to display the financial periods 01 through 12 of the year 2018 across columns

Result:

Example #6: No periods included

CODE

 =FINANCIALPERIODLIST("Demo")

Description: Displays all financial periods defined in the system

Result: All financial periods defined in the system will be displayed