Converting Calendar Month to Fiscal Month
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
Answers
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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))))))))))))
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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?
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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!
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