Date Column to Autopopulate Fiscal Year Column

Jamie Capito

Hello, I have 2 columns that have a start date and end date. Once both of these dates are entered, is it possible to automatically populate the associated fiscal year(s) within the FY column? Thank you in advance!

Heather Duff

Jamie,

Absolutely! If your FY is July-June, here's what it would look like: (*Note: this assumes that your FY running from July 2020-June 2021 is FY 2021.)

=IF(MONTH([Date]@row) > 6, YEAR([Date]@row) + 1, YEAR([Date]@row))

This translates to If the month of the date in the specified field is later than June, add 1 to the year. If not, display the year of that date.

Best,

Heather

Heather Duff

Jamie,

Absolutely! If your FY is July-June, here's what it would look like: (*Note: this assumes that your FY running from July 2020-June 2021 is FY 2021.)

=IF(MONTH([Date]@row) > 6, YEAR([Date]@row) + 1, YEAR([Date]@row))

This translates to If the month of the date in the specified field is later than June, add 1 to the year. If not, display the year of that date.

Best,

Heather