Add Fiscal Quarter To Fiscal Macro?
May 13, 2014
I have a Fiscal Date macro that will looks at a date to give me the current fiscal month or week, but I would also like to add the functionality for it to give me the quarter.
In my business, the fiscal year starts in October. The quarters of course are as follows:
Oct-Dec = Q1
Jan-Mar = Q2
Apr-Jun = Q3
Jul-Sep = Q4
I would like for the quarter to be formatted with the year ex. FY14Q1
Here is the Code, but I have also attached an Excel file with the .bas file.
[Code] .....
Attached File : Fiscal.xlsm
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Oct 24, 2009
Our fiscal calendar year is from Nov 1 (Q1) to Oct 31 (Q4). If I have a column of cells with each cell containing a date of the year, do you know of a way for me to be able to determine which quarter a particular date falls into? See the attached workbook for an example.
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Jan 20, 2014
I am looking to create a function that outputs the upcoming quarter end date based on a specified start date, for which the quarter end is based on a broken fiscal year ending december 15.
As an example, say that you sign up as a customer with an internet provider on 2014-01-01. The internet provider charges all their clients on a quarterly basis and have a broken fiscal year ending on december 15. Hence, as you signed up on 2014-01-01 you will be charged on 2014-03-15, which is the date of the company's first quarter end.
So what I would like to do is to set up a function that outputs the first date I will be charged based on the date that I sign up. If I sign up between december 2013-12-16 and 2014-03-15, the formula should output 2014-03-15. If I sign up between 2014-03-16 and 2014-06-15, the formula should output 2014-06-15 etc. etc.
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Dec 2, 2012
I have to generate daily report in which data is fiscal week format. We need to show Fiscal week in actual month and day format. create a macro so that for every fiscal week anywhere in the sheet, it automatically converts fiscal week to month and days of the week
For example: WK 1 OCT FY2013 get converted to Oct 1-7
WK 2 OCT FY2013 coverted to Oct 8 - 14
WK 3 OCT FY2013 get converted to Oct 15 -21
WK 4 OCT FY2013 to Oct 22-28
WK 5 OCT FY2013 to Oct 29- Nov4
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Oct 7, 2008
I'm looking for a way to calculate (name) a fiscal month based on a date range. Example attached. Columns A & B are a date range and column D is the desired outcome. I'd prefer a formula solution, but am open to anything as I haven't a clue how to begin with this.
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Feb 3, 2006
I have an issue within Excel and I really hope you can assist me in cracking it. Let me try to describe my problem;
I have a given date, e.g. January 22, 2001
With this date I need to add 4 years, so I simply did cell * 1460 (as that is 4*365), so I end up with January 21, 2005. So far so good...
Now I want to know the Fiscal Year which this month is in.
Example, fiscal year 06 is from June 1, 2005 - May 31, 2006.
This means that I need some kind of calculation to see in which Fiscal Year this date is. In my above example (January 21, 2005) this is FY06, but June 1, 2006 would be FY07.
How can I do this? I experimented with using Year() and Month() and then do some logical check with IF, but I can't crack it... Who could help???
When possible the solution should not have hardcoded years, so even if I enter a date in August 2050 it should still say FY51.
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May 2, 2007
I have a spreadsheet full to the gills of patient information. I have a separate sheet with information from the first spreadsheet like counts of a certain type of tests or diagnosis codes using a 'countif' function. This is based on all the info in that first sheet. I want to make a second sheet with the same basic setup, but only from the patients who visited during this fiscal year. Is there a code I can use to make this happen?
Let's say the date of the visit is in column A and the test type is in column N. The code I'm already using is =COUNTIF(Info!N:N,"*TestName*") How do I get this to return results only if the date of visit was within the fiscal year?
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Sep 1, 2008
writing a formula that would result in my organizations' business fiscal year.
Assuming the fiscal year is 2008, the quarters are as follows:
1st QTR = 7/2007 - 9/2007
2nd QTR = 10/2007 - 12/2007
3rd QTR = 1/2008 - 3/2008
4th QTR = 4/2008 - 6/2008
When 7/1/2007 is entered, the result should be Q1-2008
10/20/2007, Q2-2008 and so forth.
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Jul 24, 2013
I have data for 6 monthsone column has all the dates
1/1/2013
1/2//2013
1/5/2013
1/8/2013
1/10/2013
1/15/2013
1/21/2013
1/31/2013
I have for 6 months like these dates
I need to convert all these dates to week 1- week 5
week 1: 1-7, week 2: 8-14, week3: 15-21, week4: 22-28, week5: 29-31
Instead of 1/1/2013 it should show week1 instead 1/10/2013 week2 like this
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Nov 12, 2009
I have a spreadsheet that I use to convert a purchase order ship date from the actual date to the corresponding week it falls out on. The fiscal year always starts on February 1 regardless of the day of the week. The problem i am encountering is when the year changes. As soon as I enter 01/01/2010, the response I get is -4, where as 12/31/2009 is 48.
I am using the following formula that I found somewhere, where R2 = 02/01/2009 (02/01/2009 falls out on a Sunday). =INT((R2-DATE(YEAR(R2),2,1)-WEEKDAY(R2,1))/7)+2. I need to make the formula "not care about" the day of the week.
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Dec 15, 2008
Is there any way to defined our own fiscal month. I have a fiscal year where the start & end date is different from the normal calendar. I have store the start & end date on the different column. What i need is that when people enter a date, it will look up to the table and return the fiscal month.It's something like If the value is >=column A and <=column B, then the fiscal month=column C(refer to the below table). But i have no idea how to make comparison on date value. what kind of formula i should use? And also how to write the code if i want to use macro to implement this?
Start End Month
09/21/08 10/18/08 Oct
10/19/08 11/22/08 Nov
11/23/08 12/27/08 Dec
12/28/08 01/24/09 Jan
01/25/09 02/21/09 Feb
02/22/09 03/28/09 Mar
03/29/09 04/25/09 Apr
04/26/09 05/23/09 May
05/24/09 06/27/09 Jun
06/28/09 07/25/09 Jul
07/26/09 08/22/09 Aug
08/23/09 09/26/09 Sep
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Oct 8, 2008
I am attempting to check to see if the current week is the end of a period or not. If it is, I need to display some text, and if it is not, I need to display nothing.
Since I am Computer Science major, the best way I can describe this is through and if structure from a low-level programming lanuage (like C++ or Java):
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Nov 8, 2002
When I group information in a pivot table by date, and select quarters or years, it is of course based on a calendar year. Can this be done by fiscal years?? using an addin or something, where I set the start month of the custom fiscal year.
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Dec 19, 2012
I have a large data sheet with dates in column B - in column A, I'm trying to write a formula that will determine what fiscal month it should be mapped to.
I have the calendar listed on a different tab.
Fiscal Month
Start Date
End Date
January
1/1/2012
1/31/2012
[Code] .........
The formula I tried using is: =LOOKUP(B2,Calendar!$B$2:$C$25)
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Jan 22, 2013
I'm having a data only pull week number and year. We are using Fiscal calendar starting in July. For example, A1 = Week number and A2= Year. How to set up a formula to retrieve a date for this? If A1 = 2 , A2 = 2013, the date will be 07/14/2012. I want the date pull of on Saturday every week.
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May 6, 2009
This is my code. It is for checking that only a 4 digit fiscal year is entered in a cell. The code works fine except it only checks a max of three time. So if the user enters xxx it will prompt for a correct response three times, if xxx is entere a 4th time then that value appears in the cell. I was wondering why this is taking place.
Here is my
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May 2, 2012
I am working with a fiscal year that starts in December and ends in November. I want to make a user defined function that will return the fiscal year of a date. I've created the below code, but it returns a zero.
Function FiscalYear(DateFY)
If Month(DateFY) = 12 Then
Year (DateFY) + 1
Else
Year (DateFY)
End If
End Function
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Oct 30, 2009
I'm trying to figure out how to identify higher earnings in a quarter and return the max of the quarter of time frame and not the value
I'm simplifying a little ...
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Oct 7, 2013
How would you calculate the amount of days of a billing period for a consulting engagement by quarter when the engagement could span multiple quarters, be within a quarter or not be in a quarter at all? Project based billing
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Feb 18, 2010
Need function to calculate the end of quarter for a given date after adding any number of months to that date. Example cell A1 would contain 01/15/2010. I want to add 6 months to A1. A2 would contain 6 making it 07/15/2010, B1 would contain a function that would display 09/30/2010.
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Mar 13, 2014
What I want to be able to do is,,press the Q key and either Q1, Q2, Q3 or Q4 based on certain parameters appear in that cell.
In column A of my spreadsheet heading 'Quarter', I want to be able to specify which quarter of the year a request was made,,so when I press Q
> if the date is within 01/01/14 and 31/01/14 'Q1' will appear
> if the date is within 01/04/14 and 30/06/14 'Q2' will appear etc,,I'm sure you can workout Q3 and Q4,,
Ive named a cell A1 'TODAY' for reference it has the formula =TODAY() in it and shows whatever the date,,
I have looked at the DATE commands available but I don't think any could do what I need, that's why I was thinking I needed a piece of VB code,,
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Aug 19, 2014
I have data like this.
HRM2014Q1
HRM2015Q1
HRM2015Q2
HRM2015Q2
HRM2015Q3
HRM2015Q3
HRM2015Q1
HRM2015Q1
HRM2015Q2
HRM2015Q2
HRM2015Q3
HRM2015Q3
CRM2014Q1
CRM2013Q1
CRM2015Q1
CRM2015Q1
CRM2017Q1
CRM2017Q1
CRM2017Q2
CRM2017Q2
CRM2017Q3
CRM2017Q3
In another sheet I have "Project " , " Start " "End" . I need to find the start and end quarter and fill in. The output should be "
HR 2014/Q1 2015/Q3
crm 2013/Q1 2017/Q3
ATTACHING A FILE-
In sheet- raw data - i need to search on ID- and in "Test.xlsxData" i need to fill in the start and the end date- as shown in Data sheet.
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Nov 28, 2008
Formula to get the Quarter number for the highest profit per Product, like in B16:F16.
The excersiser instracted us that it must be with one formula with no Macro, not User Defined Function and not openning additional colums.
I know how to find the qtr. Number - like for A2: =INT((MONTH(A2)+2)/3) but I am lost in finding how to combine the calculation for the Qtr and the most profitable Qtr. probably with MAX on SUM.
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Dec 17, 2008
I have a date say 31/7/2008 and I need to return the relevant Quarter.
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Sep 14, 2007
In cell A1 I have a date entered as text as "Apr 2007". (That's the way my tool pulls it. Format can be changed if it helps)
I was able to pull the Quarter and year (Q2 2007) using...
A2 ="Q" & ROUNDUP(MONTH(A1)/3,0)&" "&YEAR(A1)
I need to pull the next three quarters and their year. (Q3 2007, Q4 2007, Q1 2008)
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Feb 20, 2007
I have been easily identifying the bottom quarter of data using =IF(G2="","",IF(RANK(G2,G$2:G$100,1)<=INT( COUNTA(G$2:G$100)/4),"Yes","")) Now I need the top quarter and am not sure how to change the formula.
I have tried changing <= to >= but I then get the top 75% rather than 25%.
I have tried adding +50% and +.5 ... =IF(G2="","",IF(RANK(G2,G$2:G$100,1)<=INT((COUNTA(G$2:G$100)/4+50%)),"Yes",""))
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Mar 6, 2013
I'm trying to color code the dates that are within the current quarter only. I have dates ranging from now to 2 years from now.
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Mar 11, 2014
I have a spreadsheet that tracks all field equipment inspections. This year, certain equipments will need to be inspected twice a year. Ideally, if it was inspected in Quarter 1, it needs to be inspected again in Quarter 3 and if it's Q2 then it'll be inspected again in Q4.
I need a formula that will tell me when the next inspection is due.
This is what I have so far:
Column I (Formula): date of last inspection
Column J (manual entry): "yes" for equipment that will be inspected semi-annually
Column K (formula): The Quarter is was inspected based on Column I's date
Column LThe quarter the next inspection is due
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Nov 15, 2007
I have a worksheet containing 5 columns. A start and end date, a number of days between these dates, the quarter number of the start date (i.e. 1 to 4) and then the year.
I want to calculate the average number of days per quarter so an average of days in column C, based on the details in column D and E.
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Apr 21, 2014
Macro to run every 3 months, copy the workbook its in, save as a new name, and then delete all of the tabs in the workbook except for the "Menu" tab?
However, I get errors with my code below.
[Code] .....
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