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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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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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)
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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;

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Now I want to know the Fiscal Year which this month is in.
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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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2nd QTR = 10/2007 - 12/2007
3rd QTR = 1/2008 - 3/2008
4th QTR = 4/2008 - 6/2008

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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)

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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)

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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)

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More example dates:
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2008
2
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Attached is my spreadsheet.

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[Code] .........

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