Oct 06 2023 06:17 PM
Example data
Start date End date Fiscal year
8/1/2009 | 7/31/2010 | 2010 |
8/1/2010 | 7/31/2011 | 2011 |
8/1/2011 | 7/31/2012 | 2012 |
8/1/2012 | 7/31/2013 | 2013 |
I want to be able to enter a date into a cell, such as 1/1/2012. I'm looking for a formula that will return 2012 (this is the fiscal year the date falls into).
How can I accomplish this?
Oct 06 2023 08:30 PM
Oct 06 2023 10:18 PM
@JBorner Let's say the date you want to 'calculate' the fiscal year for is in A1, they this:
=IF(MONTH(A1)>7,YEAR(A1)+1,YEAR(A1))
Oct 08 2023 02:39 PM - last edited on Oct 30 2023 10:57 AM by EricStarker
Oct 08 2023 02:39 PM - last edited on Oct 30 2023 10:57 AM by EricStarker
@JBorner I may be a bit late to respond, but I'll still provide an answer.
To determine the fiscal year, you can easily extract the year from the END date using the YEAR function.
Formula = YEAR(End Date)
While there are various methods, simplicity often enhances understanding.
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Oct 09 2023 03:45 PM
Oct 09 2023 03:46 PM
Oct 09 2023 09:38 PM
@JBorner Normally I would agree to use lookup tables, but in this case it's not really necessary. But if you insist, here you go. In its simplest form use LOOKUP as shown in the picture.