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Dave Peterson Dave Peterson is offline
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Default Fiscal year calsulations for past to future dates.

=year(a1)+(month(a1)6)

You didn't ask about fiscal years and quarters, but...

I like this formula in general--if the fiscal year starts on the first of month
number #:
="FY"&YEAR(A1)-(MONTH(A1)<#)&"-Q"&INT(1+MOD(MONTH(A1)-#,12)/3)

So if the fiscal year starts on July 1st, then I'd use:
="FY"&YEAR(A1)-(MONTH(A1)<7)&"-Q"&INT(1+MOD(MONTH(A1)-7,12)/3)

I also like this style of result:
FY2009-Q1

It makes sorting by that column easier.


Nikki wrote:

A date entered in A1 for example is 8/12/2004 that would be fiscal year 2005,
I am looking for a formula that will auto calculate what the correct fiscal
year is based on the date given and put it in B1. I need to go back to 2001
and would like to go as far forward as 2015.


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Dave Peterson