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Excel Formula: Get Fiscal Year From Date

doc convert date to julia 1

Usually, the fiscal month does not start from January for most companies and the fiscal year may stays in 2 nature years, says from 7/1/2019 to 6/30/2020. In this tutorial, it provides a formula to quickly find the fiscal year from a date in Excel.

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

Generic formula:

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

Syntaxt and Arguments

Date: the date that is used to find its fiscal year.
Start_month: the month that starts next fiscal year.

Return Value

It returns a 4-digit numeric value.

How this formula works

To find the fiscal years from the dates in the range B3:B5, and starting fiscal months are in cells C3:C5, please use below formula:

=YEAR(B3)+(MONTH(B3)>=C3)

Press Enter key to get the first result, then drag auto fill handle down to cell D5.
doc convert date to julia 1

doc convert date to julia 1

Tips: If the formula results display as dates, says 7/11/1905, you need to format them as general numbers: keep the formula results selected, and then select General from the Number Format drop-down list on the Home tab.
doc convert date to julia 1

Explanation

MONTH function: returns the month of date as number 1-12.

Using the formula MONTH(B3)>=C3 to compare if the month of the date is greater than the fiscal starting month, if yes, returns to FALSE which seen as 1 in next calculation step, if no, returns to FALSE which seen as zero.

YEAR function: returns the year of date in 4-digit serial number format.

=YEAR(B3)+(MONTH(B3)>=C3)
=YEAR(B3)+(5>=7)
=2019+0
=2019


Relative Formulas

Relative Functions


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