+ Reply to Thread
Results 1 to 7 of 7

Calculating Fiscal Quarter End Dates

  1. #1
    Registered User
    Join Date
    05-23-2010
    Location
    Washington, DC
    MS-Off Ver
    Excel 2007
    Posts
    15

    Calculating Fiscal Quarter End Dates

    Would anyone know a simple formula for doing this? My goal is to have a formula that will give me the fiscal quarter end dates for any given scenario. For example, if a company's fiscal year ends 12/31/2009, I would like a formula that would spit out 03/31/2010, 06/30/2010, and 09/30/2010 for the 1st, 2nd, and 3rd quarter end dates. I found the following formula online today. It get me close, but gives me all the exact dates. For example, it gives me 07/01/2010 instead of 06/30/2010.

    =DATE(YEAR(A1),MONTH(A1)+3,DAY(A1))

    Any help would be GREATLY appreciated.

    tg

  2. #2
    Forum Expert teylyn's Avatar
    Join Date
    10-28-2008
    Location
    New Zealand
    MS-Off Ver
    Excel 365 Insider Fast
    Posts
    11,372

    Re: Calculating Fiscal Quarter End Dates

    try

    =DATE(YEAR(A1),MONTH(A1)+4,0)

  3. #3
    Registered User
    Join Date
    05-23-2010
    Location
    Washington, DC
    MS-Off Ver
    Excel 2007
    Posts
    15

    Re: Calculating Fiscal Quarter End Dates

    Almost. But I get 06/29/2010 instead of 06/30/2010; and 09/27/2010 instead of 09/30/2010. Any other suggestions?

  4. #4
    Registered User
    Join Date
    05-23-2010
    Location
    Washington, DC
    MS-Off Ver
    Excel 2007
    Posts
    15

    Re: Calculating Fiscal Quarter End Dates

    p.s. This is another formula that almost gets me there, but not quite.

    =DATE(YEAR(G10),CEILING(MONTH(G10),3)+1,0)

  5. #5
    Forum Expert teylyn's Avatar
    Join Date
    10-28-2008
    Location
    New Zealand
    MS-Off Ver
    Excel 365 Insider Fast
    Posts
    11,372

    Re: Calculating Fiscal Quarter End Dates

    Are you sure you entered the formula correctly?

    starting with
    31/12/2009

    I get this:
    31/03/2010 =DATE(YEAR(B1),MONTH(B1)+4,0)
    30/06/2010 =DATE(YEAR(B2),MONTH(B2)+4,0)
    30/09/2010 =DATE(YEAR(B3),MONTH(B3)+4,0)
    31/12/2010 =DATE(YEAR(B4),MONTH(B4)+4,0)

    etc.

    see attached.
    Attached Files Attached Files

  6. #6
    Registered User
    Join Date
    05-23-2010
    Location
    Washington, DC
    MS-Off Ver
    Excel 2007
    Posts
    15

    Re: Calculating Fiscal Quarter End Dates

    Many thanks!!! It works perfectly.

  7. #7
    Registered User
    Join Date
    05-23-2010
    Location
    Washington, DC
    MS-Off Ver
    Excel 2007
    Posts
    15

    Re: Calculating Fiscal Quarter End Dates

    Follow up question: Is your formula supposed to adjust for different fiscal year ends, for example 12/29/2009? When I plug in this date, the fiscal quarter end dates do not change....
    Last edited by tgause; 05-24-2010 at 01:11 AM.

+ Reply to Thread

Thread Information

Users Browsing this Thread

There are currently 1 users browsing this thread. (0 members and 1 guests)

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts

Search Engine Friendly URLs by vBSEO 3.6.0 RC 1