Fiscal Year
I need to calculate a due date based on the end of a fiscal year. But it will repeat each year, so my fiscal year end date will look like Month/Day. How do I add 30 days?
Thanks.
Answers
-
Are you able to provide a screenshot with some sample data for context?
-
I haven't built the smartsheet yet - b/c this is all that will be in it.
but here's what the columns would be..
and a sample of what i'm looking for in the end product
Name of Organization -- Month/day FY ends --- Audit reminder letter (1 month after end of FY) ----- 6month reminder ---Audit due (9months after FY)
1st Organization --- June 30---July 30 ---December 30 ---March 30
Thanks for any help!
-
Are you basing the FY off of another date such as date entered or something, or would you want it to be "rolling" so that it automatically updates each year based on today's date?
-
The date in the second column will be the entered value. I want it to fill out the date for the 1 month -6 month -audit due.
but I need to not enter a year - bc this will be a multi year process. Or make all dates update based on today’s date - including the second column. Thanks
-
To get rolling dates that automatically update based on today's date, you would use...
FY End:
=DATE(YEAR(TODAY()) + IF(MONTH(TODAY())>= 7, 1, 0), 06, 30)
+1 month:
=DATE(YEAR(TODAY()) + IF(TODAY()> DATE(YEAR(TODAY(), 7, 30), 1, 0), 07, 30)
+6 Months:
=DATE(YEAR(TODAY()) + IF(TODAY()> DATE(YEAR(TODAY(), 12, 30), 1, 0), 12, 30)
+9 Months:
=DATE(YEAR(TODAY()) + IF(TODAY()> DATE(YEAR(TODAY(), 03, 30), 1, 0), 03, 30)
Help Article Resources
Categories
- All Categories
- 14 Welcome to the Community
- Customer Resources
- 64.5K Get Help
- 424 Global Discussions
- 136 Industry Talk
- 465 Announcements
- 4.8K Ideas & Feature Requests
- 143 Brandfolder
- 146 Just for fun
- 63 Community Job Board
- 465 Show & Tell
- 32 Member Spotlight
- 1 SmartStories
- 301 Events
- 39 Webinars
- 7.3K Forum Archives
Check out the Formula Handbook template!