Formula to show date in Fiscal Year

Florence Nickerson

I located the formula to create a Fiscal Year from a date (January to December)

="Q" + ROUNDUP((MONTH(Date@row) / 4)) + " " + YEAR(Date@row)

1/7/2021 = Q1 2021

But our company Fiscal Year is November 1 to October 31. I cannot figure out how to edit this formula to work.

Thanks!

ker9

@Florence Nickerson

Presuming you have column named Date with a date in it:

=IF(MONTH(Date@row) > 10, "Q1 " + (YEAR(Date@row) + 1), IF(MONTH(Date@row) = 1, "Q1 " + YEAR(Date@row), IF(MONTH(Date@row) > 7, "Q4 " + YEAR(Date@row), IF(MONTH(Date@row) > 4, "Q3 " + YEAR(Date@row), "Q2 " + YEAR(Date@row)))))

Hope this helps!

ker9

@Florence Nickerson

Presuming you have column named Date with a date in it:

=IF(MONTH(Date@row) > 10, "Q1 " + (YEAR(Date@row) + 1), IF(MONTH(Date@row) = 1, "Q1 " + YEAR(Date@row), IF(MONTH(Date@row) > 7, "Q4 " + YEAR(Date@row), IF(MONTH(Date@row) > 4, "Q3 " + YEAR(Date@row), "Q2 " + YEAR(Date@row)))))

Hope this helps!

Florence Nickerson

PERFECT! That worked exactly the way it was intended! Thank you.