Fiscal Year Formulas

SamTucker

Hello- I am looking for a way to view smart sheets year over year. How do I look at current year and then previous year? ETC? is there a formula to select certain year I want to view.

Hollie Green

You can utilize YEAR Function to pull data from particular years. I have also used greater than and less than specific dates in formulas to pull data either would work.

swfascetti

I just wrote a formula to determine FY by a mm/dd/yyyy date. Our fiscal year runs July 1 to June 30. I'm sure there is a more elegant way — my quick fix was

Create three columns reference a different date column titled "date"

• FYcal: Year = Year(date)
• FYcal: Month = Month(date)
• FY = if(FYcal: Month < 7, FYcal: Year, FYcal: Year+1)

Kia Gibbs

@swfascetti - thank you! Your formula is what I needed!