Microsoft Excel – finding financial year from a date

A client had data in the form 30/09/2011, 23/04/2012, etc. Their financial year was 1st July to 30th June, and they wanted an Excel column Financial year which was in the form 2010-2011, 2011-2012, etc.

If the first date to be converted is in cell A2, place your cursor in cell B2, and enter the following formula:

=IF(MONTH(A2)<=6,YEAR(A2)-1&”-” &YEAR(A2),YEAR(A2)&”-“&YEAR(A2)+1)

Use the Autofill handle to fill in the rest of the financial years.

If March is the end of the financial year, it would be MONTH(A2)<=3, etc.

For more information about our Microsoft Excel training Sydney, Australia, please visit http://www.jmdtraining.com.au/microsoft-office-training/microsoft-excel-training.

For more information about our Microsoft Excel training London, UK, please visit http://www.jmdtraining.co.uk/microsoft-office-training/microsoft-excel-training.

About jdonbavand

I am a trainer of Microsoft Office, Microsoft Project and Crystal Reports. I have called my blog "If Only I'd Known That...." because I hear it so many times in training sessions. In fact, if only I had a £100 (or 150 Aussie dollars)for every time someone says "If only I'd known that." ....
This entry was posted in Microsoft Excel, Microsoft Excel 2003, Microsoft Excel 2007, Microsoft Excel 2010 and tagged , , . Bookmark the permalink.

One Response to Microsoft Excel – finding financial year from a date

  1. Shannonside Training Solutions Ltd says:

    Reblogged this on Shannonside Training Tips.

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