Excel work out fiscal year - excel

The fiscal year starts on July 1 and ends on June 30th.
I need to calculate the fiscal year + month in the following format
26/05/2006 2005011
26/05/2006 2005011
09/06/2006 2005012
15/06/2006 2005012
My current formula is below.
=YEAR(A2)&"0"&MOD(MONTH(A2)-7,12)+1
The problem is that the formula populates the current year and not based on the fiscal year.
25/05/2006 2006011
26/05/2006 2006011
26/05/2006 2006011
09/06/2006 2006012
15/06/2006 2006012

Use EDATE()
=YEAR(EDATE(A1,-6)) & "0" & TEXT(MONTH(EDATE(A1,-6)),"00")

you need to do a check for the current date to see if it is before or after your breakpoint of june 30/july 1st.
=IF(A2<=Date(year(A2),6,30),Year(A2)-1,Year(A2))&"0"&MOD(MONTH(A2)-7,12)+1
So after you determine if you need to subtract 1 from your year or not, tack on the rest of your formula.

Related

how to calculate the date from the year, week-of-year and day-of-week in EXCEL?

I have the Year, Week-of-Year and Day-of-the-Week as follows:
Year = 2022 (A2) ; Week Year = 35 (B2); Week Day = 4 or Thursday (C2)
and I would like to estimate the Date as dd.mm.yyyy, which is highlighted in yellow as it shows in the EXCEL picture.
I tried many formulas, but I am sure there might be an easy one.
I think you are counting the weeks starting from zero because for 9/1/2022 (YYYY/MM/DD format) the corresponding week is 36 as per the result of function WEEKNUM(DATE(2022,9,1)). In order to use the logic to multiply the number of weeks by 7. You need to use as a reference the first day of the year, if it was a Sunday, if not then go back to the previous Sunday, so you can count the entire week. Bottom line use as a reference date, the Sunday of the first week of the year, not the first day of the year (YYYY/1/1)
Here is the approach we use in cell E2:
=LET(y, A2:A6, wk, B2:B6, wDay, C2:C6, fDay, DATE(y,1,1), seq, SEQUENCE(7),
fDay - IF(WEEKDAY(fDay)=1,0, WEEKDAY(fDay,2)) + 7*wk
+ XLOOKUP(wDay, TEXT(seq,"dddd"), seq-1))
We use the LET function to avoid repeating the same calculation. The following expression finds the previous Sunday if the first day of the year (fDay) was not a Sunday:
fDay - IF(WEEKDAY(fDay)=1,0, WEEKDAY(fDay,2))
The XLOOKUP function is used to get the numeric representation of the weekday and use the TEXT function to generate the weekdays in a long format. Since we count the entire week, if the weekday is a Sunday (column C in my screenshot), then we don't need to add any day to our reference date, that is why we use seq-1.
Here is the output for several sample data. Assuming the week count starts with zero, if not the formula needs to be adjusted as also the input data.
Notice that the year 2021 started on a Friday, so if we want to find a day for the first week (0) before Friday it will return a date from the previous year. Like in the case of Monday. If you want an error message instead, then the formula can be modified as follow:
=LET(y, A2:A6, wk, B2:B6, wDay, C2:C6, fDay, DATE(y,1,1), seq, SEQUENCE(7),
result, fDay - IF(WEEKDAY(fDay)=1,0, WEEKDAY(fDay,2)) + 7*wk
+ XLOOKUP(wDay, TEXT(seq,"dddd"), seq-1),
IF(YEAR(result) <> y, "ERROR: Date from previous year", result))
I found the solution:
Year = 2022 (A2) ; Week Year = 35 (B2); Week Day = 4 or Thursday (C2)
=DATE (A2,1,3)-WEEKDAY(DATE(A2,1,3)) + 7 * B2 + C2 - 6
I found this solution, but you need to do further testing if it really works.
I calculate month from week: =+MONTH(DATE(YEAR(A2);1;1)+B2*7-1)
I calculate week day number from week day name: =MATCH(D2;{"Monday";"Tuesday";"Wednesday";"Thursday";"Friday";"Saturday";"Sunday"};0)
And then make date using: =DATE(A2;C2;E2)

how to calculate the number of network days between 2 dates that are always with a fiscal year

Hi i am looking for some help to see the number of network days between 2 dates and again between a fiscal year on excel#
say for example if the fiscal year starts from april to march
the start date : 1/03/2022 and the end date 30/06/2022
thank you
=NETWORKDAYS(MAX(fiscal year start date, Employee start date),MIN(employee end date, fiscal year end date)))

Google Sheets or Excel Function to return date based on value

I have this table in Google Sheets (or excel). The year is the two last digit of my code.
Code Duration Months
1 AC-26482-17 60
2 AC-26482-18 30
3
I would like to return the date in this format (If no data, just leave blanks).
Code Duration Months Start Expiration
1 AC-26482-17 60 01/01/2017 01/01/2022
2 AC-26482-18 30 01/01/2018 01/07/2020
3
Is there a way to achieve this?
You mean you want to add the duration in months to the start date? If so, your sample has the wrong expiration date. 30 months added to 1/1/2018 is not June 1st, but July 1st.
The formula in Excel is
=EDATE(C2,B2)
If you also want to calculate the start date from the last two characters of the code, given all dates are in this millennium, then you can use this for the start date:
=DATE(RIGHT(A2,2)+2000,1,1)
edit: To handle blank cells, you can check with IsBlank()
=if(isblank(a2),"",DATE(RIGHT(A2,2)+2000,1,1))
use:
=ARRAYFORMULA(IF(A2:A="",,DATE(IF(RIGHT(A2:A, 2)*1>=40,,20)&RIGHT(A2:A, 2), 1, 1)))
=ARRAYFORMULA(IF(A2:A="",,DATE(YEAR(C2:C), MONTH(C2:C)+B2:B, 1)))

How to get week start and week end in excel for given month only

As I was new to excel, I am working on a use case where I want to get week start and week end dates of a given month,
I am using following formulae which is giving me next month date followed by weekend.
=A7+(6-WEEKDAY(A7,2)+1)
Week Start Week End
7/1/18 7/1/18
7/2/18 7/8/18
7/9/18 7/15/18
7/16/18 7/22/18
7/23/18 7/29/18
7/30/18 8/5/18
How can I modify or have a new formulae which gives me month end date, if my weekend is on next month
Expected output should be
Week Start Week End
7/1/18 7/1/18
7/2/18 7/8/18
7/9/18 7/15/18
7/16/18 7/22/18
7/23/18 7/29/18
7/30/18 7/31/18
For month like Feb as it is unable to caluculate the formula it should return 0
Week Start Week End
2/1/18 2/4/18
2/5/18 2/11/18
2/12/18 2/18/18
2/19/18 2/25/18
2/26/18 2/28/18
1/0/00 1/1/00
You just need to wrap the result of your original formula in MIN and compare it to EOMONTH.
=MIN(A7+(6-WEEKDAY(A7,2)+1), EOMONTH(A7, 0))
As far as Feb goes, you need to compare te current value with the one either above or below to determine whether month(date)<>month(date+7) and you have not shown enough of how your data structure transcends months to do that.

Change the date to fiscal year

I want to write a function in Excel to change the date. The logic is like this: if the month is (Jan, Feb or March) the result show me one year past (-1 year) and if the month is (April to -December) the result show the current year (which year the date shows).
example: if date is 02,Jan,2012 the result show me 2011 else show me 2012.
=IF(MONTH(G3) >=4, YEAR(G3), YEAR(G3) - 1) where G3 is the date to test, is one way.
Please try:
=IF(OR(MONTH(A1)=1,MONTH(A1)=2,MONTH(A1)=3),2011,2012)
With 02-Jan-2012 in A1 try,
=YEAR(A1)-(MONTH(A1)<4)
For a full date use one of these,
=DATE(YEAR(A1)-(MONTH(A1)<4), MONTH(A1), DAY(A1))
=EDATE(A1, -(MONTH(A1)<4)*12)
To extract fiscal year use:
=YEAR(A1) + IF(MONTH(A1)>=4,1,0)
I think in your case you would need:
=YEAR(A1) - IF(MONTH(A1)>=4,0,1)
If the months is before 4th month then subtract 1 year, else keep the same year. I wouldn't convert it to a full date DD/MM/YYYY with a 1 year subtracted, to avoid confusion keep it as year only YYYY.
Already plenty of answers, but thought I'd throw another one up:
=YEAR(DATE(YEAR(A1),MONTH(A1)-3,DAY(A1)))

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