formula to show fiscal year

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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.

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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

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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

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Thanks! That worked perfectly

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Fantastic! Glad it worked. Have a great weekend.

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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???

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