+ Reply to Thread
Results 1 to 8 of 8

Fiscal Month Calculation

  1. #1
    Registered User
    Join Date
    09-30-2011
    Location
    US
    MS-Off Ver
    Excel 2010
    Posts
    4

    Fiscal Month Calculation

    Hello Everyone,

    I am hoping someone may be able to help with a formula to calculate the fiscal month based on a date. My fiscal months always start on the 22nd and ends on the 21st. Example: December 22nd - January 21st will be the fiscal month of January. January 22nd - February 21st will be the fiscal month of February, ending with Nov 22nd - Dec 21st being December.

    The formula will be based on lets say A2 containing the date the record was added and then B2 will display the fiscal month using the dates above.

    Any help is appreciated and thank you

    Gerry
    Last edited by GerryT; 06-23-2012 at 01:19 PM.

  2. #2
    Forum Expert martindwilson's Avatar
    Join Date
    06-23-2007
    Location
    London,England
    MS-Off Ver
    office 97 ,2007
    Posts
    19,320

    Re: Fiscal Month Calculation

    January 22nd - February 21st will be the fiscal month of January. don't you mean February?
    however create a table of all the 22 of the month to what month thats in then use a look up see attached
    Attached Files Attached Files
    Last edited by martindwilson; 06-23-2012 at 01:34 PM.
    "Unless otherwise stated all my comments are directed at OP"

    Mojito connoisseur and now happily retired
    where does code go ?
    look here
    how to insert code

    how to enter array formula

    why use -- in sumproduct
    recommended reading
    wiki Mojito

    how to say no convincingly

    most important thing you need
    Martin Wilson: SPV
    and RSMBC

  3. #3
    Registered User
    Join Date
    09-30-2011
    Location
    US
    MS-Off Ver
    Excel 2010
    Posts
    4

    Re: Fiscal Month Calculation

    Thank you for pointing out the typo, you are correct. It should be as listed below:

    Jan Dec 22 to Jan 21
    Feb Jan 22 to Feb 21
    Mar Feb 22 to Mar 21
    Apr Mar 22 to Apr 21
    May Apr 22 to May 21
    Jun May 22 to Jun 21
    Jul Jun 22 to Jul 21
    Aug Jul 22 to Aug 21
    Sep Aug 22 to Sep 21
    Oct Sep 22 to Oct 21
    Nov Oct 22 to Nov 21
    Dec Nov 22 to Dec 21

  4. #4
    Forum Expert martindwilson's Avatar
    Join Date
    06-23-2007
    Location
    London,England
    MS-Off Ver
    office 97 ,2007
    Posts
    19,320

    Re: Fiscal Month Calculation

    note if you get a #name? error activate the analysis toolpak i used eomonth(a1,0)+22 to generate the 22nds
    On the Tools menu, click Add-Ins.
    In the Add-Ins available list, select the Analysis ToolPak box, and then click OK.

  5. #5
    Forum Expert
    Join Date
    06-08-2012
    Location
    Left the forum!
    MS-Off Ver
    Left the forum!
    Posts
    5,189

    Re: Fiscal Month Calculation

    Try

    =EOMONTH(A2-21,1)

    with a custom format of mmmm

    Note that you will need to load the analysis toolpak in excel 2003 if that has not already been done.

    http://office.microsoft.com/en-us/ex...001127724.aspx

  6. #6
    Forum Expert daddylonglegs's Avatar
    Join Date
    01-14-2006
    Location
    England
    MS-Off Ver
    Microsoft 365
    Posts
    14,719

    Re: Fiscal Month Calculation

    If you just want the month abbreviation then with date in A1 you can get the fiscal month with this formula

    =IF(A1="","",TEXT(EDATE(A1-21,1),"mmm"))

    or without using Analysis ToolPak functions

    =IF(A1="","",TEXT(DATE(YEAR(A1-21),MONTH(A1-21)+1,1),"mmm"))
    Audere est facere

  7. #7
    Forum Expert martindwilson's Avatar
    Join Date
    06-23-2007
    Location
    London,England
    MS-Off Ver
    office 97 ,2007
    Posts
    19,320

    Re: Fiscal Month Calculation

    that's alot easier! both of you

  8. #8
    Registered User
    Join Date
    09-30-2011
    Location
    US
    MS-Off Ver
    Excel 2010
    Posts
    4

    Re: Fiscal Month Calculation

    Thank you all, this worked perfect! I appreciate your help!

+ 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