Hoe converteer je de datum naar het fiscale jaar / kwartaal / maand in Excel?

Als je een lijst met datums in een werkblad hebt en je wilt snel het fiscale jaar / kwartaal / maand van deze datums bevestigen, kun je deze tutorial lezen, ik denk dat je misschien de oplossing vindt.

Converteer datum naar boekjaar

Converteer datum naar fiscaal kwartaal

Converteer datum naar fiscale maand

Converteer datum naar boekjaar

1. Selecteer een cel en typ het nummer van de beginmaand van het boekjaar erin, hier begint het boekjaar van mijn bedrijf op 1 juli en ik typ 7. Zie screenshot:
doc-convert-fiscaal-jaar-1

2. Vervolgens kunt u deze formule typen =YEAR(DATE(YEAR(A4),MONTH(A4)+($D$1-1),1)) in een cel naast je datums en sleep de vulgreep naar een bereik dat je nodig hebt. doc-convert-fiscaal-jaar-2

Tip: In bovenstaande formule geeft A4 de datumcel aan en D1 geeft de maand aan waarin het boekjaar begint.

Converteer datum naar fiscaal kwartaal

Als u de datum naar het fiscale kwartaal wilt converteren, kunt u als volgt doen:

1. Ten eerste moet u een tabel maken zoals onderstaand screenshot. Geef in de eerste rij alle maanden van een jaar weer en typ vervolgens in de tweede rij het relatieve fiscale kwartaalnummer voor elke maand. Zie screenshot:
doc-convert-fiscaal-jaar-3

2. Typ vervolgens deze formule in een cel naast uw datumkolom = KIES (MAAND (A6), 3,3,3,4,4,4,1,1,1,2,2,2) erin en sleep vervolgens de vulgreep naar een bereik dat u nodig hebt. doc-convert-fiscaal-jaar-4

Tip: In de bovenstaande formule is A6 de datumcel en de nummerreeks 3,3,3… is de reeks van het fiscale kwartaal die u in stap 1 hebt getypt.

Converteer datum naar fiscale maand

Om de datum naar de fiscale maand om te rekenen, moet u ook eerst een tabel maken.

1. Typ in de eerste rij de hele maand van een jaar en typ vervolgens in de tweede rij het relatieve fiscale maandnummer voor elke maand. Zie screenshot: doc-convert-fiscaal-jaar-5

2. Typ deze formule vervolgens in een cel naast de kolom = KIES (MAAND (A6), 7,8,9,10,11,12,1,2,3,4,5,6) erin en sleep de vulgreep met deze formule naar het gewenste bereik. doc-convert-fiscaal-jaar-6

Tip: In de bovenstaande formule is A6 de datumcel en de nummerreeks 7,8,9… de nummerreeks van de fiscale maand die u in stap 1 typt.

Converteer snel niet-standaard datum naar standaard datumnotatie (mm / dd / jjjj)

Soms krijgt u een werkset met meerdere niet-standaard datums, en om ze allemaal te converteren naar de standaard datumnotatie als mm / dd / jjjj kan voor u lastig zijn. Hier Kutools for Excel's Conver naar datum kan deze niet-standaard datums snel met één klik converteren naar de standaard datumnotatie. Klik voor gratis proefversie met volledige functionaliteit in 30 dagen!

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Punit · 26 days 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 · 1 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 · 3 days ago
  
  worked well...
  thank you.
  
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Sathish · 1 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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