Converting Calendar Month to Fiscal Month

danno7263

Hi there,

Trying to figure out the best way to report out fiscal month from calendar month. For example, calendar month 7 (July) would need to be Fiscal Month 1. Really appreciate any help. Thank you.

-Dan

Paul H

Add a column with a nested IF formula

=IF(MONTH(Date@row) = 7, 1, IF(MONTH(Date@row) = 8, 2, IF(MONTH(Date@row) = 9, 3, IF(MONTH(Date@row) = 10, 4, IF(MONTH(Date@row) = 11, 5, IF(MONTH(Date@row) = 12, 6, IF(MONTH(Date@row) = 1, 7, IF(MONTH(Date@row) = 2, 8, IF(MONTH(Date@row) = 3, 9, IF(MONTH(Date@row) = 4, 10, IF(MONTH(Date@row) = 5, 11, IF(MONTH(Date@row) = 6, 12))))))))))))

danno7263

Thanks so much Paul! I got this to display my fiscal months correctly. If I wanted to make sure it returned a "blank" cell instead of an error message if my date column didn't have a date, can you show me how to integrate the IF Error statement?

Andrée Starå

Hi @danno7263

I hope you're well and safe!

Try something like this.

=IF(Date@row <> "", IF(MONTH(Date@row) = 7, 1, IF(MONTH(Date@row) = 8, 2, IF(MONTH(Date@row) = 9, 3, IF(MONTH(Date@row) = 10, 4, IF(MONTH(Date@row) = 11, 5, IF(MONTH(Date@row) = 12, 6, IF(MONTH(Date@row) = 1, 7, IF(MONTH(Date@row) = 2, 8, IF(MONTH(Date@row) = 3, 9, IF(MONTH(Date@row) = 4, 10, IF(MONTH(Date@row) = 5, 11, IF(MONTH(Date@row) = 6, 12)))))))))))))

Did that work/help?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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