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Bagaimana cara mengubah tanggal menjadi tahun fiskal / kuartal / bulan di Excel?

Jika Anda memiliki daftar tanggal di lembar kerja, dan Anda ingin segera mengkonfirmasi tahun fiskal / kuartal / bulan dari tanggal-tanggal ini, Anda dapat membaca tutorial ini, saya pikir Anda dapat menemukan solusinya.

Ubah tanggal menjadi tahun fiskal

Ubah tanggal menjadi kuartal fiskal

Ubah tanggal menjadi bulan fiskal


panah gelembung kanan biru Ubah tanggal menjadi tahun fiskal

1. Pilih sel, dan ketikkan tahun fiskal mulai nomor bulan ke dalamnya, di sini, tahun fiskal perusahaan saya dimulai dari 1 Juli, dan saya mengetik 7. Lihat tangkapan layar:
doc-convert-fiskal-tahun-1

2. Kemudian Anda dapat mengetikkan rumus ini =YEAR(DATE(YEAR(A4),MONTH(A4)+($D$1-1),1)) ke dalam sel di samping tanggal Anda, lalu seret gagang isian ke rentang yang Anda butuhkan.doc-convert-fiskal-tahun-2

jenis: Dalam rumus di atas, A4 menunjukkan sel tanggal, dan D1 menunjukkan bulan di mana tahun fiskal dimulai.


panah gelembung kanan biru Ubah tanggal menjadi kuartal fiskal

Jika Anda ingin mengubah tanggal menjadi kuartal fiskal, Anda dapat melakukan seperti ini:

1. Pertama, Anda perlu membuat tabel seperti gambar di bawah ini. Di baris pertama daftar semua bulan dalam setahun, lalu di baris kedua, ketikkan angka kuartal fiskal relatif untuk setiap bulan. Lihat tangkapan layar:
doc-convert-fiskal-tahun-3

2. Kemudian dalam sel di sebelah kolom tanggal Anda, dan ketikkan rumus ini = PILIH (BULAN (A6), 3,3,3,4,4,4,1,1,1,2,2,2) ke dalamnya, lalu seret gagang isian ke kisaran yang Anda butuhkan.doc-convert-fiskal-tahun-4

jenis: Dalam rumus di atas, A6 adalah sel tanggal, dan nomor seri 3,3,3… adalah seri kuartal fiskal yang Anda ketikkan pada langkah 1.


panah gelembung kanan biru Ubah tanggal menjadi bulan fiskal

Untuk mengubah tanggal menjadi bulan fiskal, Anda juga perlu membuat tabel terlebih dahulu.

1. Di baris pertama daftar semua bulan dalam setahun, lalu di baris kedua, ketikkan nomor bulan fiskal relatif untuk setiap bulan. Lihat tangkapan layar:doc-convert-fiskal-tahun-5

2. Kemudian dalam sel di samping kolom, ketikkan rumus ini = PILIH (BULAN (A6), 7,8,9,10,11,12,1,2,3,4,5,6) ke dalamnya, dan seret gagang isian ke kisaran yang Anda butuhkan dengan rumus ini. doc-convert-fiskal-tahun-6

jenis: Dalam rumus di atas, A6 adalah sel tanggal, dan seri angka 7,8,9… adalah seri angka bulan fiskal yang Anda ketikkan pada langkah 1.


Dengan cepat mengubah tanggal tidak standar menjadi format tanggal standar (bb / hh / tttt)

Terkadang, Anda mungkin menerima workhseets dengan beberapa tanggal tidak standar, dan untuk mengonversinya semuanya ke format tanggal standar karena bb / hh / tttt mungkin merepotkan bagi Anda. Sini Kutools untuk Excel's Ubah ke Tanggal dapat dengan cepat mengubah tanggal tidak standar ini ke format tanggal standar dengan satu klik.  Klik untuk uji coba fitur lengkap gratis dalam 30 hari!
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  • To post as a guest, your comment is unpublished.
    Punit · 27 days ago
    =IF(MONTH(EOMONTH(B4,0))>3,

    YEAR(B4)&"-"&RIGHT(YEAR(B4)+1,2),

    YEAR(B4)-1&"-"&RIGHT(YEAR(B4),2))

    https://excelforfinance1.blogspot.com/2021/05/excel-formula-to-get-financial-year.html 
  • To post as a guest, your comment is unpublished.
    Sathish · 1 months ago
    Just check this

    =IF(MONTH(I8)>3,"FY"&YEAR(I8)&"-"&YEAR(I8)+1,IF(MONTH(I8)<=3,"FY"&YEAR(I8)-1&"-"&YEAR(I8)))

    Assume the target is in I8 cell with a date of 8/23/2011 , the out put will be FY2011-2012

    Sathish
    • To post as a guest, your comment is unpublished.
      raghu · 3 days ago
      worked well...
      thank you.
  • To post as a guest, your comment is unpublished.
    Sathish · 1 months ago
    Just check this 

    =IF(MONTH(I8)>3,"FY"&YEAR(I8)&"-"&YEAR(I8)+1,IF(MONTH(I8)<=3,"FY"&YEAR(I8)-1&"-"&YEAR(I8)))

    Assume the target is in I8 cell with a date of 8/23/2011 , the out put will be  

    Sathish
  • To post as a guest, your comment is unpublished.
    Fraser · 1 years ago
    If anyone is looking for a formula to figure out what fiscal/policy year an payment/event happened, even if that fiscal year/policy doesn't start on the first of the month I came up with this.

    =YEAR(A4)+((MONTH(A4)>=MONTH($D$1)+(DAY(A4)<Day($D$1)))-1)

    D1 in this has to be a full date 01/06/2019 for example.

    Also surely a cheeky Vlookup is a better way of doing the quarter formula

    =Vlookup(Month(A6),etc.)
  • To post as a guest, your comment is unpublished.
    Ron · 1 years ago
    I came up with a self contained choose() to calculate the fiscal year that doesn't need to use an external cell as an input.
    .
    Fiscal Year EndCalculation
    ="June 30, " & (YEAR(E2) +CHOOSE(MONTH(E2),0,0,0,0,0,0,1,1,1,1,1,1))
    . * The first part is just a text string
    . * & concatenates the first part to the second part which calculatesthe appropriate year.
    . * Year(e2) extracts the year number from the date in column E
    . * Choose() looks at the month number from that same date.
    . For months Jan through June itretrieves the value 0,
    . For months July thru Dec itretrieves value 1.
    . The retrieved value is added to theyear extracted to give the appropriate year end
    “June 30, 2020”.

    This is on the assumption that a company is not likely to be changing it's year end. Doesn't work if the sheet is being used for multiple companies with different year ends ...
  • To post as a guest, your comment is unpublished.
    Bret Sutton · 2 years ago
    Please correct the fiscal-year formula you give above! It does not work unless the fiscal year begins with month 7. This formula will work just fine:

    =YEAR(DATE(YEAR(A4),MONTH(A4)+12-($D$1-1),1))

    But it is still way more complex than it needs to be. Use Michael's formula (but correct his typo):

    =YEAR(A4)+(MONTH(A4)>=$D$1)
  • To post as a guest, your comment is unpublished.
    Jay Joshi · 2 years ago
    IF YOU WANT TO FIND FISCAL YEAR IN INDIA....
    WRITE EXCEL QUERY AS BELOW


    =(YEAR(DATE)+(MONTH(DATE)>=4))-1
  • To post as a guest, your comment is unpublished.
    Nakul Dahiya · 3 years ago
    You can use below formulae:


    Here Col K2 is our date column which is to be converted in format 20XX-XY (e.g. 2017-18).

    =IF(MONTH(K2)<4,TEXT(DATE(YEAR(K2)-1,MONTH(K2),DAY(K2)),"YYYY-")&TEXT(DATE(YEAR(K2),MONTH(K2),DAY(K2)),"YY"),TEXT(DATE(YEAR(K2),MONTH(K2),DAY(K2)),"YYYY-")&TEXT(DATE(YEAR(K2)+1,MONTH(K2),DAY(K2)),"YY"))
    • To post as a guest, your comment is unpublished.
      Vinod · 2 years ago
      Thank you!!
    • To post as a guest, your comment is unpublished.
      ClaireH · 2 years ago
      What a legend. Thank you!
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      Ravi · 3 years ago
      thank you
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    Michael · 3 years ago
    To calculate the FISCAL YEAR, MONTH, and QUARTER of a given date (here in A4), these formulas will work for any FY starting month (here in $D$1):
    FISCAL YEAR =YEAR(A4)+(MONTH(A4)]=$D$1)
    FISCAL MONTH =MOD(MONTH(A4)-$D$1;12)+1
    FISCAL QUARTER =QUOTIENT(MOD(MONTH(A4)-$D$1;12);3)+1

    How it works (examples assume FY starting month in $D$1 = July = 7):

    A. (see also formula of MikeyMoe316 below)
    As in MS EXCEL the equivalent value for TRUE = 1 and FALSE = 0, the FISCAL YEAR can also be calculated without the IF clause as:
    FISCAL YEAR =YEAR(A4)+(MONTH(A4)]=$D$1)

    B. In the Fiscal Month formula, the innermost term [MONTH(A4) - $D$1] will shift the months by the FY starting month, i.e. JUL(7) - StartMonth(7) = 7 - 7 = 0.
    So the result for date in fiscal start month = 0, while all others range from -11..+11, e.g. Jul = 0, Aug= 1, ... , Dec = 5; Jan = -6; Feb = -5; Jun = -1

    C. Running the result [B] above through the term [MOD([B];12)], will retain the positive numbers, while increasing any negative [B] by 12.
    Now the results range from 0.11, e.g. Jul = 0, Aug= 1, ... , Dec = 5; Jan = 6; Feb = 7; Jun = 11

    D. The final [+1] term will adjust the 0..11 range of [C] to be the correct 1..12 fiscal month range, so the FiscalStartMonth = 1, et voila:
    e.g. Jul = 1, Aug= 2, ... , Dec = 6; Jan = 7; Feb = 8; Jun = 12

    E. Converting a FISCAL MONTH to a FISCAL QUARTER becomes relatively easy then, knowing that quarter (= 3 months) can be calculated by
    QUARTER = QUOTIENT( [Month] - 1 ; 3) + 1

    F. Replacing [Month] with [Fiscal Month] in above formula to get .......... QUOTIENT( [Fiscal Month] - 1 ; 3) + 1
    Now we can insert the FISCAL MONTH formula from above and get .... QUOTIENT( MOD(MONTH(A4)-$D$1;12)+1 - 1 ; 3) + 1
    The [+1 -1] in the middle can be removed, and we end up with ............. QUOTIENT( MOD(MONTH(A4)-$D$1;12) ; 3) + 1
  • To post as a guest, your comment is unpublished.
    MikeyMoe316 · 3 years ago
    In the Fiscal Year example, the formula in cell D4 should be:
    =YEAR(A4)+IF(MONTH(A4)>=$D$1,1,0)
    This will work for any fiscal year, not just one that starts with July
  • To post as a guest, your comment is unpublished.
    Edward · 4 years ago
    Hi

    Our fiscal year starts in February and ends in January of the following year (for example 1-Feb-2017 to 31-Jan-2018 should = Fiscal Year 2018, hence 31-Jul-2017 should be in Fiscal Year 2018, your formula computes Fiscal Year 2017). So I did everything as you stated above and changed the "Fiscal year starting month" to 2 and it does not calculate it right for some dates. I am not sure why. I would appreciate if you could please get back to me. Many thanks
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      J. Randle · 4 years ago
      [quote name="Edward"]Hi

      Our fiscal year starts in February and ends in January of the following year (for example 1-Feb-2017 to 31-Jan-2018 should = Fiscal Year 2018, hence 31-Jul-2017 should be in Fiscal Year 2018, your formula computes Fiscal Year 2017). So I did everything as you stated above and changed the "Fiscal year starting month" to 2 and it does not calculate it right for some dates. I am not sure why. I would appreciate if you could please get back to me. Many thanks[/quote]

      Would this work for you?

      =IF(MONTH(A1)>=2,YEAR(A1)+1,YEAR(A1))
      Any month >=Feb would return the current year+1 which is your FY. Otherwise, it will only return the year as is. When I did Ctrl+: in cell A1 to paste date in MS Excel, it returned 2018. Changed the 04 to a 01 and it returned 2017.
      • To post as a guest, your comment is unpublished.
        Bea Viveros · 3 years ago
        WOW so easy thanks!!
  • To post as a guest, your comment is unpublished.
    jjcasta3 · 4 years ago
    Would it be easier to do this [b]MONTH(A4)+(6)[/b] instead of [b]MONTH(A4)+($D$1-1)[/b] for the fiscal year calculations?

    Thanks for the post!
  • To post as a guest, your comment is unpublished.
    Kamran · 4 years ago
    An easy formula for Fiscal Month:
    =IF(+TEXT(Index!E2,"M")-6
  • To post as a guest, your comment is unpublished.
    charles · 4 years ago
    Please ignore my previous Comment.
  • To post as a guest, your comment is unpublished.
    charles · 4 years ago
    I believe your formula may be incorrect. If your fiscal year starts in July - the 7th month. This would indicate a new "fiscal" year. January 1 2014 & March 3rd 2014; should they not fall under Fiscal Year 2013.. Not 2014 as calculated? I am asking because my fiscal year starts in April (ends in March) and I am trying to figure out the formula. When I type in 4, it does not appear to populate correctly.
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    CW · 5 years ago
    I am trying to convert date to fiscal month however the CHOOSE function does not seem to calculate ? IE 30/09/2015 shows 3..

    =CHOOSE(MONTH(G4),7,8,9,10,11,12,1,2,3,4,5,6)