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How to convert date to fiscal year/quarter/month in Excel?

Author Sun Last modified

If you have a list of dates in a worksheet, and you want to quickly confirm the fiscal year/quarter/month of these dates, you can read this tutorial, I think you may find the solution.

Convert date to fiscal year

1. Select a cell, and type the fiscal year starting month number into it, here, my company’s fiscal year starts from July 1st, and I type 7. See screenshot:
a screenshot of typing the fiscal year starting month number into a cell

2. Then you can type this formula =YEAR(DATE(YEAR(A4),MONTH(A4)+($D$1-1),1)) into a cell next to your dates, then drag the fill handle to a range you need.a screenshot of using formula to convert dates to fiscal year

Tip: In above formula, A4 indicates the date cell, and D1 indicates the month which the fiscal year starts in.

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Convert date to fiscal quarter

If you want to convert date to fiscal quarter, you can do as these:

1. Firstly, you need to make a table as below screenshot shown. In first row list all months of a year, then in the second row, type the relative fiscal quarter number to each month. See screenshot:
a screenshot listing a table contaning all months of a year and the relative fiscal quarter number

2. Then in a cell next to your date column, and type this formula =CHOOSE(MONTH(A6),3,3,3,4,4,4,1,1,1,2,2,2) into it, then drag the fill handle to a range you need.a screenshot of using formula to calculate the fiscal quarter based on data in the given table

Tip: In the above formula, A6 is the date cell, and the number series 3,3,3…is the fiscal quarter series you typed in step 1.

Convert date to fiscal month

To convert date to fiscal month, you also need to make a table firstly.

1. In first row list all month of a year, then in the second row, type the relative fiscal month number to each month. See screenshot:a screenshot listing a table contaning all months of a year and the fiscal quarter number for each month

2. Then in a cell next to the column, type this formula =CHOOSE(MONTH(A6),7,8,9,10,11,12,1,2,3,4,5,6) into it, and drag the fill handle to your needed range with this formula.
a screenshot of using formula to calculate the fiscal month based on data in the given table

Tip: In the above formula, A6 is the date cell, and the number series 7,8,9…is the fiscal month number series you type in step 1.

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