Skip to content
Free Excel Tutorials
  • Home
  • Excel For Beginners
  • Excel Intermediate
  • Advanced Excel For Experts

Data Analysis

  • How To Filter Data in Excel
  • How To Create Pareto Chart in Excel
  • Subtotal function in Excel
  • Data Series in Excel
  • Reverse List in Excel

References

  • Create hyperlink with VLOOKUP in Excel
  • Two-column Lookup in Excel
  • INDEX function: Description, Usage, Syntax, Examples and Explanation
  • Basic INDEX MATCH approximate in Excel
  • LOOKUP function: Description, Usage, Syntax, Examples and Explanation

Data Validations

  • Data validation must not exist in list
  • Excel Data validation don’t exceed total
  • Excel Data validation date in specific year
  • Excel Data validation exists in list
  • Excel Data validation allow uppercase only

Get fiscal year from date in Excel

by

To get a fiscal year from a date, you can use a formula based on the YEAR and MONTH functions.

Formula

=YEAR(date)+(MONTH(date)>=startmonth)

Explanation

In the example shown, the formula in D5 is:

=YEAR(B5)+(MONTH(B5)>=C5)

How this formula works

By convention a fiscal year is denoted by the year in which it ends. So, if a fiscal year begins in July, then the date August 1, 2018 is in fiscal year 2019.

The year function first returns the year from the date in B5, 2017. To this result, the following boolean expression is added:

(MONTH(B5)>=C5)

Here, the MONTH function returns the month from the date in B5, 1, and this result is compared to the start month in C5. Since 1 is less than 7, the expression returns FALSE, which evaluates to zero.

Note: with boolean logic, TRUE values are evaluated as 1 and FALSE values are evaluated as zero. Therefore, if the month from the date is greater than or equal to the start month, the expression returns TRUE, or 1. If not, the expression returns FALSE, or zero.

Post navigation

Previous Post:

DECIMAL function: Description, Usage, Syntax, Examples and Explanation

Next Post:

AVERAGE function: Description, Usage, Syntax, Examples and Explanation

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

Learn Basic Excel

Ribbon
Workbook
Worksheets
Format Cells
Find & Select
Sort & Filter
Templates
Print
Share
Protect
Keyboard Shortcuts

Categories

  • Charts
  • Data Analysis
  • Data Validation
  • Excel Functions
    • Cube Functions
    • Database Functions
    • Date and Time Functions
    • Engineering Functions
    • Financial Functions
    • Information Functions
    • Logical Functions
    • Lookup and Reference Functions
    • Math and Trig Functions
    • Statistical Functions
    • Text Functions
    • Web Functions
  • Excel VBA
  • Excel Video Tutorials
  • Formatting
  • Grouping
  • Others

Logical Functions

  • Not Equal To ‘<>‘ operator in Excel
  • AND function: Description, Usage, Syntax, Examples and Explanation
  • OR function: Description, Usage, Syntax, Examples and Explanation
  • IFNA function: Description, Usage, Syntax, Examples and Explanation
  • How to use Excel AND Function

Date Time

  • Convert date to month and year in Excel
  • Sum through n months in Excel
  • Get fiscal quarter from date in Excel
  • DAY function: Description, Usage, Syntax, Examples and Explanation
  • Next biweekly payday from date in Excel

Grouping

  • Map text to numbers in Excel
  • Calculate conditional mode with criteria in Excel
  • Group times into unequal buckets in Excel
  • Map inputs to arbitrary values in Excel
  • Categorize text with keywords in Excel

General

  • How to choose page/paper size in Excel before Printing
  • 3D SUMIF for multiple worksheets in Excel
  • Basic text sort formula in Excel
  • How to Insert Cells, Row and Rows in Excel
  • How to calculate percent variance in Excel
© 2025 xlsoffice . All Right Reserved. | Teal Smiles | Abbreviations And Their Meaning