Formula To Output Upcoming Quarter End Date (for A Broken Fiscal Year)
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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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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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 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 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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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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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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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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Mar 22, 2012
What I need to do is that I have electrical tools that get tested on a certain date in Column A. I need Column B to look at column A and determine and display in date format the next quarter when test is due.
Practical example: Extension cord got tested on 04/04/12. The next test needs to be conducted on 01/06/12. If the test is overdue and gets conducted on 02/06/12. The column A will change to 02/06/12 and column B should change to 01/09/12 as a result.
The formula I have got to work is
=DATE(YEAR(F2)+IF(MONTH(F2)>9,1,0),CHOOSE(MONTH(F2),4,4,4,7,7,7,10,10,10,1,1,1,),1)
but this makes the quarter dates as APRIL, JULY AND OCTOBER - they need to be MARCH, JUNE, SEPTEMBER
when I change the formula to
=DATE(YEAR(F2)+IF(MONTH(F2)>9,1,0),CHOOSE(MONTH(F2),3,3,3,6,6,6,9,9,9,1,1,1,),1)
The dates work BUT if the following test is undertaken on 01/03/12 the date in Column B does not change to 01/06/12. Why? How do I get it to work?
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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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Jun 21, 2007
Is there a formula to set the a date in Excel based off the next full calendar quarter? In cell G2 I have the contract date: 01/26/06. I would like to have a formula in I2 that displays the first day of the next full calendar quarter, which is 04/01/06
More example dates:
if my contract date is: 10/21/05
my start date is: 01/01/06
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Jul 27, 2013
I need to calculate the number of quarters difference between two quarter and year values. So I have The following:
Begin Quarter
Begin Year
End Quarter
End Year
3
2005
2
2011
4
2008
2
2013
So I need calculate how many quarters have passed since the begin quarter and the end quarter.
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Jun 10, 2014
I'm trying to find out a function that allows me to evenly spread the amounts given a certain start year and quarter and end year and quarter. Let's say, I have 20 dollars and the starts in 3Q/2012 and ends in 2Q/2013. Then, the money should be spread out in four quarters. If the end is in 3Q/2013, then the spread is five quarters, and the amount distribution automatically changes.
Attached is my spreadsheet.
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Oct 9, 2009
I have spreadsheet that I use to display quarterly metrics. Within the workbook, there are two spreadsheets; (1) output (2) data.
Part 1: I want the ability to view data for any quarter of any year. In columns O-P, I have created a dropdown for the year I want to view and option buttons for the quarter I want to view.
The data is organized in one sheet and includes all information by quarter.
As an example, say I want to display data for District 112 and I want to display data for the 3rd Quarter of 2007. I am trying to create a formula that would look in the table as follows: (1) look for district 112 then (2) look for 2007 then (3) look for 3rd quarter then (4) look for units sold. I tried using a modified lookup function but didn’t have any luck.
Part 2: The second part of my question is similar to the first part but in this case I need to summarize data (cells $B$18:$D:$22).
As an example, say I want to display the total number of sales in the U.S. for the 3rd quarter of 2007. In this example, I would look in the table for the following: (1) look for Division then (2) look for 2007 then (3) look for 3rd quarter then (4) sum all based on criteria.
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May 31, 2006
Is there a way I can have an Excel 2003 worksheet notify me of upcoming
dates? Ex: I have a spreadsheet tracking safety course expirey dates, and
would like to have the cells highlight prior to that date, say 1 month in
advance. Will conditional formatting do this.
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Nov 16, 2009
I'm trying to wrtie an IF statement to display one of Q1, Q2, Q3 or Q4 based on the three letter month abbrev. All i have so far is the following, which isn't leading anywhere - and i have a feeling theres an easier way to write it.
=IF(((OR(G2="Jan","Feb","Mar"),)),"Q1",""),IF(OR(G2="Apr","May","Jun"),"Q2","")
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Oct 22, 2007
what formula could I use when I type in a date another cell rounds up to Jan 1st of the next year? ie 2/1/07 & in another cell it returns 1/1/08.
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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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May 4, 2006
I can retrieve the weeknum of any particular date using =WEEKNUM(x) or =TRUNC(((x-DATE(YEAR(x),1,0))+6)/7)
But I'm looking for a UDF to output the tax year week number where the tax year always starts on 6th April. The std weeknum for 6th of april pretty much varies around week 13 but as it varies I don't ever get a strictly true result by deducting 13 from WEEKNUM().
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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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Jan 17, 2010
Trying to do a year to date formula with my numbers going across with actual,goal, percent to goal.
I want to have the ytd auto sum based on my As of date that I did a list validation for. Can't get it to work and getting very frustrated - can anyone held with this?
I attached a worksheet with the YTD listed on the far right.
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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 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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Jun 5, 2014
I have a sheet where the columns have the month end date for each date, ex January 31,2014 February 28, 2014, March 31, 2014 etc. These dates are used in another formula to compare to the current date and if the current date is past the result is different from when if the date is in the future.
I would like a formula that would update the Month end date when we enter a new year. So for example once we get to January 1 2015 my date would change to January 31,2015, February 28, 2015, March 31, 2015. this would note be dependent on the system date but on the date in another cell.
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Dec 9, 2013
The data in my spreadsheet will have a column of dates that will change depending on info input in another cell.
What I need is a formula that will give me the most recent date for lets say 2012
04/01/13
03/01/13
02/01/13
01/01/13
12/27/12
12/25/12
12/12/12
12/02/12
if use the max function I get the 4/1/13 result, what I need is a formula that will return the 12/7/12 number.
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Jan 9, 2007
I have months listed in this format in columns/rows 01/01/06, 02/01/06 and so on in (J9 to L9). I have a reference cell A5 = Month in the same format. This value changes every month. I want to use the SUM Formula of YTD in column/row W9. If the month is 05/01/6 then the sum should be C9 to G9 and so on.
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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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