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Excel Formula: Get Fiscal Month From Date

doc convert date to julia 1

To find the actual fiscal month from a given date, the CHOOSE function can help you in Excel.

If you want to follow along with this tutorial, please download the example spreadsheet.
doc convert date to julia 1

Generic formula:

CHOOSE(MONTH(Date),7,8,9,10,11,12,1,2,3,4,5,6)

Syntaxt and Arguments

Date: the date that used to find the fiscal month.


Return Value

The formula returns a numeric value from 1-12.

Remark

The series {7,8,9,10,11,12,1,2,3,4,5,6} means to start the next round fiscal year from July, you can change the series order as you need.

How this formula works

For example, the fiscal year is starting from July, and to find the fiscal month of the date in cell B3, please use below formula:

=CHOOSE(MONTH(B3),7,8,9,10,11,12,1,2,3,4,5,6)

Press Enter key and then drag fill handle down to the cells that needed this formula.
doc convert date to julia 1

doc convert date to julia 1

Explanation

MONTH function: returns the month of the given date in a number (1-12).

CHOOSE function: returns a value from the list of value argument by the given index number.

Here the formula

=CHOOSE(MONTH(B3),7,8,9,10,11,12,1,2,3,4,5,6)
=CHOOSE(5,7,8,9,10,11,12,1,2,3,4,5,6) means to find the fifth argument in the CHOOSE function
=11


Relative Formulas

Relative Functions


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This comment was minimized by the moderator on the site
This works great for months or the year, it does not apply to FISCAL months unfortunately....
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