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

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

Convert date to fiscal quarter

Convert date to fiscal month


Convert to Date

In some times, you can have multiple nonstandard dates in your worksheet, and to convert all of them to the standard date mm/dd/yyyy maybe troublesome for you. Here Kutools for Excel's Conver to Date can quickly convert dates to standard date as mm/dd/yyyy format.
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arrow blue right bubble Convert date to fiscal year


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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:
doc-convert-fiscal-year-1

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.doc-convert-fiscal-year-2

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


arrow blue right bubble Convert date to fiscal quarter

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

Kutools for Excel, with more than 120 handy Excel functions, enhance your working efficiency and save your working time.

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:
doc-convert-fiscal-year-3

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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.doc-convert-fiscal-year-4

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.


arrow blue right bubble 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:doc-convert-fiscal-year-5

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.

doc-convert-fiscal-year-6
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.

You may be intested in this:

Apply Date formatting (change date to multiple date formatting as you need)

doc apply date formatting


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  • To post as a guest, your comment is unpublished.
    Bret Sutton · 6 months ago
    Please correct the fiscal-year formula you give above! It does not work unless the fiscal year begins with month 7. This formula will work just fine:

    =YEAR(DATE(YEAR(A4),MONTH(A4)+12-($D$1-1),1))

    But it is still way more complex than it needs to be. Use Michael's formula (but correct his typo):

    =YEAR(A4)+(MONTH(A4)>=$D$1)
  • To post as a guest, your comment is unpublished.
    Jay Joshi · 7 months ago
    IF YOU WANT TO FIND FISCAL YEAR IN INDIA....
    WRITE EXCEL QUERY AS BELOW


    =(YEAR(DATE)+(MONTH(DATE)>=4))-1
  • To post as a guest, your comment is unpublished.
    Nakul Dahiya · 1 years ago
    You can use below formulae:


    Here Col K2 is our date column which is to be converted in format 20XX-XY (e.g. 2017-18).

    =IF(MONTH(K2)<4,TEXT(DATE(YEAR(K2)-1,MONTH(K2),DAY(K2)),"YYYY-")&TEXT(DATE(YEAR(K2),MONTH(K2),DAY(K2)),"YY"),TEXT(DATE(YEAR(K2),MONTH(K2),DAY(K2)),"YYYY-")&TEXT(DATE(YEAR(K2)+1,MONTH(K2),DAY(K2)),"YY"))
  • To post as a guest, your comment is unpublished.
    Michael · 1 years ago
    To calculate the FISCAL YEAR, MONTH, and QUARTER of a given date (here in A4), these formulas will work for any FY starting month (here in $D$1):
    FISCAL YEAR =YEAR(A4)+(MONTH(A4)]=$D$1)
    FISCAL MONTH =MOD(MONTH(A4)-$D$1;12)+1
    FISCAL QUARTER =QUOTIENT(MOD(MONTH(A4)-$D$1;12);3)+1

    How it works (examples assume FY starting month in $D$1 = July = 7):

    A. (see also formula of MikeyMoe316 below)
    As in MS EXCEL the equivalent value for TRUE = 1 and FALSE = 0, the FISCAL YEAR can also be calculated without the IF clause as:
    FISCAL YEAR =YEAR(A4)+(MONTH(A4)]=$D$1)

    B. In the Fiscal Month formula, the innermost term [MONTH(A4) - $D$1] will shift the months by the FY starting month, i.e. JUL(7) - StartMonth(7) = 7 - 7 = 0.
    So the result for date in fiscal start month = 0, while all others range from -11..+11, e.g. Jul = 0, Aug= 1, ... , Dec = 5; Jan = -6; Feb = -5; Jun = -1

    C. Running the result [B] above through the term [MOD([B];12)], will retain the positive numbers, while increasing any negative [B] by 12.
    Now the results range from 0.11, e.g. Jul = 0, Aug= 1, ... , Dec = 5; Jan = 6; Feb = 7; Jun = 11

    D. The final [+1] term will adjust the 0..11 range of [C] to be the correct 1..12 fiscal month range, so the FiscalStartMonth = 1, et voila:
    e.g. Jul = 1, Aug= 2, ... , Dec = 6; Jan = 7; Feb = 8; Jun = 12

    E. Converting a FISCAL MONTH to a FISCAL QUARTER becomes relatively easy then, knowing that quarter (= 3 months) can be calculated by
    QUARTER = QUOTIENT( [Month] - 1 ; 3) + 1

    F. Replacing [Month] with [Fiscal Month] in above formula to get .......... QUOTIENT( [Fiscal Month] - 1 ; 3) + 1
    Now we can insert the FISCAL MONTH formula from above and get .... QUOTIENT( MOD(MONTH(A4)-$D$1;12)+1 - 1 ; 3) + 1
    The [+1 -1] in the middle can be removed, and we end up with ............. QUOTIENT( MOD(MONTH(A4)-$D$1;12) ; 3) + 1
  • To post as a guest, your comment is unpublished.
    MikeyMoe316 · 1 years ago
    In the Fiscal Year example, the formula in cell D4 should be:
    =YEAR(A4)+IF(MONTH(A4)>=$D$1,1,0)
    This will work for any fiscal year, not just one that starts with July