Conas an dáta a thiontú go bliain fhioscach / ráithe / mí in Excel?

Má tá liosta dátaí agat i mbileog oibre, agus gur mhaith leat bliain fhioscach / ráithe / mí na ndátaí seo a dhearbhú go tapa, is féidir leat an rang teagaisc seo a léamh, sílim go bhfaighidh tú an réiteach.

Dáta a thiontú go bliain fhioscach

Dáta a thiontú go ráithe fioscach

Dáta a thiontú go mí fioscach

Dáta a thiontú go bliain fhioscach

1. Roghnaigh cill, agus clóscríobh uimhir mhí na bliana fioscach ag tosú inti, anseo, tosaíonn bliain fhioscach mo chuideachta ón 1 Iúil, agus clóscríobhaim 7. Féach ar an scáileán:
doc-convert-fioscach-bliain-1

2. Ansin is féidir leat an fhoirmle seo a chlóscríobh =YEAR(DATE(YEAR(A4),MONTH(A4)+($D$1-1),1)) isteach i gcill in aice le do dhátaí, ansin tarraing an láimhseáil líonta chuig raon atá uait. doc-convert-fioscach-bliain-2

Leid: San fhoirmle thuas, léiríonn A4 an chill dáta, agus léiríonn D1 an mhí a dtosaíonn an bhliain fhioscach.

Dáta a thiontú go ráithe fioscach

Más mian leat an dáta a thiontú go ráithe fioscach, is féidir leat iad seo a dhéanamh:

1. Ar dtús, ní mór duit tábla a dhéanamh mar atá thíos den ghrianghraf a thaispeántar. Sa chéad liosta liosta gach mí de bhliain, ansin sa dara sraith, clóscríobh an uimhir ráithe fioscach choibhneasta le gach mí. Féach an pictiúr:
doc-convert-fioscach-bliain-3

2. Ansin i gcill in aice le do cholún dáta, agus clóscríobh an fhoirmle seo = ROGHA (MÍ (A6), 3,3,3,4,4,4,1,1,1,2,2,2) isteach ann, ansin tarraing an láimhseáil líonta chuig raon atá uait. doc-convert-fioscach-bliain-4

Leid: San fhoirmle thuas, is é A6 an chill dáta, agus is í an tsraithuimhir 3,3,3… an tsraith ráithe fioscach a chlóscríobh tú i gcéim 1.

Dáta a thiontú go mí fioscach

Chun an dáta a thiontú go mí fioscach, ní mór duit tábla a dhéanamh ar dtús.

1. Sa chéad liosta liosta gach mí de bhliain, ansin sa dara sraith, clóscríobh uimhir choibhneasta na míosa fioscaí gach mí. Féach an pictiúr: doc-convert-fioscach-bliain-5

2. Ansin i gcill in aice leis an gcolún, clóscríobh an fhoirmle seo = ROGHA (MÍ (A6), 7,8,9,10,11,12,1,2,3,4,5,6) isteach ann, agus tarraing an láimhseáil líonta chuig do raon riachtanach leis an bhfoirmle seo. doc-convert-fioscach-bliain-6

Leid: San fhoirmle thuas, is é A6 an chill dáta, agus is í an tsraithuimhir 7,8,9… an tsraith uimhreacha mí fioscach a chlóscríobhann tú i gcéim 1.

Déan an dáta neamhchaighdeánach a thiontú go tapa go formáidiú dáta caighdeánach (mm / dd / bbbb)

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Punit · 1 months ago
=IF(MONTH(EOMONTH(B4,0))>3,

YEAR(B4)&"-"&RIGHT(YEAR(B4)+1,2),

YEAR(B4)-1&"-"&RIGHT(YEAR(B4),2))

https://excelforfinance1.blogspot.com/2021/05/excel-formula-to-get-financial-year.html
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Sathish · 2 months ago
Just check this

=IF(MONTH(I8)>3,"FY"&YEAR(I8)&"-"&YEAR(I8)+1,IF(MONTH(I8)<=3,"FY"&YEAR(I8)-1&"-"&YEAR(I8)))

Assume the target is in I8 cell with a date of 8/23/2011 , the out put will be FY2011-2012

Sathish
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  raghu · 6 days ago
  
  worked well...
  thank you.
  
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Sathish · 2 months ago
Just check this

=IF(MONTH(I8)>3,"FY"&YEAR(I8)&"-"&YEAR(I8)+1,IF(MONTH(I8)<=3,"FY"&YEAR(I8)-1&"-"&YEAR(I8)))

Assume the target is in I8 cell with a date of 8/23/2011 , the out put will be

Sathish
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Fraser · 1 years ago
If anyone is looking for a formula to figure out what fiscal/policy year an payment/event happened, even if that fiscal year/policy doesn't start on the first of the month I came up with this.

=YEAR(A4)+((MONTH(A4)>=MONTH($D$1)+(DAY(A4)<Day($D$1)))-1)

D1 in this has to be a full date 01/06/2019 for example.

Also surely a cheeky Vlookup is a better way of doing the quarter formula

=Vlookup(Month(A6),etc.)
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Ron · 1 years ago
I came up with a self contained choose() to calculate the fiscal year that doesn't need to use an external cell as an input.
.
Fiscal Year EndCalculation
="June 30, " & (YEAR(E2) +CHOOSE(MONTH(E2),0,0,0,0,0,0,1,1,1,1,1,1))
. * The first part is just a text string
. * & concatenates the first part to the second part which calculatesthe appropriate year.
. * Year(e2) extracts the year number from the date in column E
. * Choose() looks at the month number from that same date.
. For months Jan through June itretrieves the value 0,
. For months July thru Dec itretrieves value 1.
. The retrieved value is added to theyear extracted to give the appropriate year end
“June 30, 2020”.

This is on the assumption that a company is not likely to be changing it's year end. Doesn't work if the sheet is being used for multiple companies with different year ends ...
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Bret Sutton · 2 years ago
Please correct the fiscal-year formula you give above! It does not work unless the fiscal year begins with month 7. This formula will work just fine:

=YEAR(DATE(YEAR(A4),MONTH(A4)+12-($D$1-1),1))

But it is still way more complex than it needs to be. Use Michael's formula (but correct his typo):

=YEAR(A4)+(MONTH(A4)>=$D$1)
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Jay Joshi · 2 years ago
IF YOU WANT TO FIND FISCAL YEAR IN INDIA....
WRITE EXCEL QUERY AS BELOW

=(YEAR(DATE)+(MONTH(DATE)>=4))-1
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Nakul Dahiya · 3 years ago
You can use below formulae:

Here Col K2 is our date column which is to be converted in format 20XX-XY (e.g. 2017-18).

=IF(MONTH(K2)<4,TEXT(DATE(YEAR(K2)-1,MONTH(K2),DAY(K2)),"YYYY-")&TEXT(DATE(YEAR(K2),MONTH(K2),DAY(K2)),"YY"),TEXT(DATE(YEAR(K2),MONTH(K2),DAY(K2)),"YYYY-")&TEXT(DATE(YEAR(K2)+1,MONTH(K2),DAY(K2)),"YY"))
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  Vinod · 2 years ago
  
  Thank you!!
  
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  ClaireH · 2 years ago
  
  What a legend. Thank you!
  
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  Ravi · 3 years ago
  
  thank you
  
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Michael · 3 years ago
To calculate the FISCAL YEAR, MONTH, and QUARTER of a given date (here in A4), these formulas will work for any FY starting month (here in $D$1):
FISCAL YEAR =YEAR(A4)+(MONTH(A4)]=$D$1)
FISCAL MONTH =MOD(MONTH(A4)-$D$1;12)+1
FISCAL QUARTER =QUOTIENT(MOD(MONTH(A4)-$D$1;12);3)+1

How it works (examples assume FY starting month in $D$1 = July = 7):

A. (see also formula of MikeyMoe316 below)
As in MS EXCEL the equivalent value for TRUE = 1 and FALSE = 0, the FISCAL YEAR can also be calculated without the IF clause as:
FISCAL YEAR =YEAR(A4)+(MONTH(A4)]=$D$1)

B. In the Fiscal Month formula, the innermost term [MONTH(A4) - $D$1] will shift the months by the FY starting month, i.e. JUL(7) - StartMonth(7) = 7 - 7 = 0.
So the result for date in fiscal start month = 0, while all others range from -11..+11, e.g. Jul = 0, Aug= 1, ... , Dec = 5; Jan = -6; Feb = -5; Jun = -1

C. Running the result [B] above through the term [MOD([B];12)], will retain the positive numbers, while increasing any negative [B] by 12.
Now the results range from 0.11, e.g. Jul = 0, Aug= 1, ... , Dec = 5; Jan = 6; Feb = 7; Jun = 11

D. The final [+1] term will adjust the 0..11 range of [C] to be the correct 1..12 fiscal month range, so the FiscalStartMonth = 1, et voila:
e.g. Jul = 1, Aug= 2, ... , Dec = 6; Jan = 7; Feb = 8; Jun = 12

E. Converting a FISCAL MONTH to a FISCAL QUARTER becomes relatively easy then, knowing that quarter (= 3 months) can be calculated by
QUARTER = QUOTIENT( [Month] - 1 ; 3) + 1

F. Replacing [Month] with [Fiscal Month] in above formula to get .......... QUOTIENT( [Fiscal Month] - 1 ; 3) + 1
Now we can insert the FISCAL MONTH formula from above and get .... QUOTIENT( MOD(MONTH(A4)-$D$1;12)+1 - 1 ; 3) + 1
The [+1 -1] in the middle can be removed, and we end up with ............. QUOTIENT( MOD(MONTH(A4)-$D$1;12) ; 3) + 1
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MikeyMoe316 · 3 years ago
In the Fiscal Year example, the formula in cell D4 should be:
=YEAR(A4)+IF(MONTH(A4)>=$D$1,1,0)
This will work for any fiscal year, not just one that starts with July
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Edward · 4 years ago
Hi

Our fiscal year starts in February and ends in January of the following year (for example 1-Feb-2017 to 31-Jan-2018 should = Fiscal Year 2018, hence 31-Jul-2017 should be in Fiscal Year 2018, your formula computes Fiscal Year 2017). So I did everything as you stated above and changed the "Fiscal year starting month" to 2 and it does not calculate it right for some dates. I am not sure why. I would appreciate if you could please get back to me. Many thanks
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  J. Randle · 4 years ago
  
  [quote name="Edward"]Hi
  
  Our fiscal year starts in February and ends in January of the following year (for example 1-Feb-2017 to 31-Jan-2018 should = Fiscal Year 2018, hence 31-Jul-2017 should be in Fiscal Year 2018, your formula computes Fiscal Year 2017). So I did everything as you stated above and changed the "Fiscal year starting month" to 2 and it does not calculate it right for some dates. I am not sure why. I would appreciate if you could please get back to me. Many thanks[/quote]
  
  Would this work for you?
  
  =IF(MONTH(A1)>=2,YEAR(A1)+1,YEAR(A1))
  Any month >=Feb would return the current year+1 which is your FY. Otherwise, it will only return the year as is. When I did Ctrl+: in cell A1 to paste date in MS Excel, it returned 2018. Changed the 04 to a 01 and it returned 2017.
  
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  Bea Viveros · 3 years ago
  
  WOW so easy thanks!!
  
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jjcasta3 · 4 years ago
Would it be easier to do this [b]MONTH(A4)+(6)[/b] instead of [b]MONTH(A4)+($D$1-1)[/b] for the fiscal year calculations?

Thanks for the post!
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Kamran · 4 years ago
An easy formula for Fiscal Month:
=IF(+TEXT(Index!E2,"M")-6
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charles · 4 years ago
Please ignore my previous Comment.
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charles · 4 years ago
I believe your formula may be incorrect. If your fiscal year starts in July - the 7th month. This would indicate a new "fiscal" year. January 1 2014 & March 3rd 2014; should they not fall under Fiscal Year 2013.. Not 2014 as calculated? I am asking because my fiscal year starts in April (ends in March) and I am trying to figure out the formula. When I type in 4, it does not appear to populate correctly.
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CW · 5 years ago
I am trying to convert date to fiscal month however the CHOOSE function does not seem to calculate ? IE 30/09/2015 shows 3..

=CHOOSE(MONTH(G4),7,8,9,10,11,12,1,2,3,4,5,6)
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