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如何在Excel中将日期转换为会计年度/季度/月份?

如果您在工作表中有日期列表,并且您想快速确认这些日期的会计年度/季度/月份,则可以阅读本教程,我想您可能会找到解决方案。

将日期转换为会计年度

将日期转换为财政季度

将日期转换为会计月份


转换为日期

在某些时候,工作表中可能有多个非标准日期,并将其全部转换为标准日期mm / dd / yyyy,这对您而言可能会很麻烦。 这里 Kutools for Excel's Conver到日期 可以快速将日期转换为标准日期,格式为mm / dd / yyyy。
doc转换日期
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箭头蓝色右泡 将日期转换为会计年度


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1。 选择一个单元格,并在其中输入财政年度开始月份编号,在这里,我公司的会计年度从7月份开始1st,然后键入7。 看截图:
DOC变频财政年1

2。 然后你可以输入这个公式 =YEAR(DATE(YEAR(A4),MONTH(A4)+($D$1-1),1)) 放到日期旁边的单元格中,然后将填充句柄拖到您需要的范围内。DOC变频财政年2

小技巧:在上述公式中,A4表示日期单元格,D1表示会计年度开始的月份。


箭头蓝色右泡 将日期转换为财政季度

如果您想将日期转换为财政季度,则可以这样做:

Kutools for Excel, 与超过 120 方便的Excel功能, 提高工作效率,节省工作时间。

1。 首先,你需要制作一张如下图所示的表格。 在第一行列出一年中的所有月份,然后在第二行中输入每个月的相关财政季度编号。 看截图:
DOC变频财政年3

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2。 然后在日期列旁边的单元格中输入此公式 =选择(MONTH(A6),3,3,3,4,4,4,1,1,1,2,2,2) 进入它,然后将填充手柄拖动到您需要的范围。DOC变频财政年4

小技巧:在上述公式中,A6是日期单元格,数字系列3,3,3 ...是在步骤1中键入的会计季度系列。


箭头蓝色右泡 将日期转换为会计月份

要将日期转换为会计月份,您还需要先创建一个表格。

1。 在第一行中列出一年中的所有月份,然后在第二行中输入每个月的相关会计月数。 看截图:DOC变频财政年5

2。 然后在列旁边的单元格中输入此公式 =选择(MONTH(A6),7,8,9,10,11,12,1,2,3,4,5,6) 进入它,并用这个公式将填充柄拖到你需要的范围内。

DOC变频财政年6
小技巧:在上述公式中,A6是日期单元格,数字系列7,8,9 ...是您在步骤1中键入的会计月份系列号。

你可能会在这里:

应用日期格式 (根据需要将日期更改为多个日期格式)

文档应用日期格式


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  • To post as a guest, your comment is unpublished.
    Fraser · 27 days ago
    If anyone is looking for a formula to figure out what fiscal/policy year an payment/event happened, even if that fiscal year/policy doesn't start on the first of the month I came up with this.

    =YEAR(A4)+((MONTH(A4)>=MONTH($D$1)+(DAY(A4)<Day($D$1)))-1)

    D1 in this has to be a full date 01/06/2019 for example.

    Also surely a cheeky Vlookup is a better way of doing the quarter formula

    =Vlookup(Month(A6),etc.)
  • To post as a guest, your comment is unpublished.
    Ron · 1 months ago
    I came up with a self contained choose() to calculate the fiscal year that doesn't need to use an external cell as an input.
    .
    Fiscal Year EndCalculation
    ="June 30, " & (YEAR(E2) +CHOOSE(MONTH(E2),0,0,0,0,0,0,1,1,1,1,1,1))
    . * The first part is just a text string
    . * & concatenates the first part to the second part which calculatesthe appropriate year.
    . * Year(e2) extracts the year number from the date in column E
    . * Choose() looks at the month number from that same date.
    . For months Jan through June itretrieves the value 0,
    . For months July thru Dec itretrieves value 1.
    . The retrieved value is added to theyear extracted to give the appropriate year end
    “June 30, 2020”.

    This is on the assumption that a company is not likely to be changing it's year end. Doesn't work if the sheet is being used for multiple companies with different year ends ...
  • To post as a guest, your comment is unpublished.
    Bret Sutton · 11 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 · 1 years 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$1;12) ; 3) + 1
  • To post as a guest, your comment is unpublished.
    MikeyMoe316 · 2 years ago
    In the Fiscal Year example, the formula in cell D4 should be:
    =YEAR(A4)+IF(MONTH(A4)>=$D$1,1,0)
    This will work for any fiscal year, not just one that starts with July
  • To post as a guest, your comment is unpublished.
    Edward · 2 years ago
    Hi

    Our fiscal year starts in February and ends in January of the following year (for example 1-Feb-2017 to 31-Jan-2018 should = Fiscal Year 2018, hence 31-Jul-2017 should be in Fiscal Year 2018, your formula computes Fiscal Year 2017). So I did everything as you stated above and changed the "Fiscal year starting month" to 2 and it does not calculate it right for some dates. I am not sure why. I would appreciate if you could please get back to me. Many thanks
    • To post as a guest, your comment is unpublished.
      J. Randle · 2 years ago
      [quote name="Edward"]Hi

      Our fiscal year starts in February and ends in January of the following year (for example 1-Feb-2017 to 31-Jan-2018 should = Fiscal Year 2018, hence 31-Jul-2017 should be in Fiscal Year 2018, your formula computes Fiscal Year 2017). So I did everything as you stated above and changed the "Fiscal year starting month" to 2 and it does not calculate it right for some dates. I am not sure why. I would appreciate if you could please get back to me. Many thanks[/quote]

      Would this work for you?

      =IF(MONTH(A1)>=2,YEAR(A1)+1,YEAR(A1))
      Any month >=Feb would return the current year+1 which is your FY. Otherwise, it will only return the year as is. When I did Ctrl+: in cell A1 to paste date in MS Excel, it returned 2018. Changed the 04 to a 01 and it returned 2017.
  • To post as a guest, your comment is unpublished.
    jjcasta3 · 2 years ago
    Would it be easier to do this [b]MONTH(A4)+(6)[/b] instead of [b]MONTH(A4)+($D$1-1)[/b] for the fiscal year calculations?

    Thanks for the post!
  • To post as a guest, your comment is unpublished.
    Kamran · 2 years ago
    An easy formula for Fiscal Month:
    =IF(+TEXT(Index!E2,"M")-6
  • To post as a guest, your comment is unpublished.
    charles · 2 years ago
    Please ignore my previous Comment.
  • To post as a guest, your comment is unpublished.
    charles · 2 years ago
    I believe your formula may be incorrect. If your fiscal year starts in July - the 7th month. This would indicate a new "fiscal" year. January 1 2014 & March 3rd 2014; should they not fall under Fiscal Year 2013.. Not 2014 as calculated? I am asking because my fiscal year starts in April (ends in March) and I am trying to figure out the formula. When I type in 4, it does not appear to populate correctly.
  • To post as a guest, your comment is unpublished.
    CW · 3 years ago
    I am trying to convert date to fiscal month however the CHOOSE function does not seem to calculate ? IE 30/09/2015 shows 3..

    =CHOOSE(MONTH(G4),7,8,9,10,11,12,1,2,3,4,5,6)