formula to show fiscal year

Katie Barnett

Hi everyone,

I have a sheet of publications and I am trying to add a column to list the fiscal year of publication. Our fiscal year is July-June. I'm trying to write an If statement, but its not working out.

Heather Duff

Hi Katie,

Try this, where [Pub Date] is the publication date column. This assumes that your FY running from July 2020-June 2021 is FY21.

=IF(MONTH([Pub Date]@row) > 6, YEAR([Pub 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.

Let me know if it works for you!

Best,

Heather

Heather Duff

Hi Katie,

Try this, where [Pub Date] is the publication date column. This assumes that your FY running from July 2020-June 2021 is FY21.

=IF(MONTH([Pub Date]@row) > 6, YEAR([Pub 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.

Let me know if it works for you!

Best,

Heather

Katie Barnett

Thanks! That worked perfectly

Heather Duff

Fantastic! Glad it worked. Have a great weekend.

Not so formula savvy

I tried the formula and i am getting a #unparseable error message. Can you clarify if there are specific reasons why I am getting this error message? I currently have a couple conditional formatting being used on the "Actual IMP Date" column I am trying to build my formula from...also, my new "FY" column is set to Text/number...i don't know what I am doing wrong...help???