Calculating the Fiscal Year in Excel

Posted on March 10, 2010 by admin

Jason came up with this nifty formula to calculate the fiscal year in excel based on a string in the YYYY-MM-DD format.
It could be adapted to support other formats by changing the MID substring values ( MID is the excel Substring function).

This example references a date in cell AB7 — you’ll have to change that to refer to your date field.

=IF(MID(AB7,6,2)=”10″,MID(AB7,1,4)+1,IF(MID(AB7,6,2)=”11″,MID(AB7,1,4)+1,IF(MID(AB7,6,2)=”12″,MID(AB7,1,4)+1,0+MID(AB7,1,4))))

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1 Response to Calculating the Fiscal Year in Excel

Doug Verhaalen says:

July 25, 2013 at 1:10 am

I found this to be a bit shorter:
=TEXT(IF(MONTH(B2)>9,YEAR(B2)+1,YEAR(B2)),”0000″)

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