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如何在Excel中将日期转换为会计年度/季度/月份?

如果您在工作表中有日期列表,并且想要快速确认这些日期的会计年度/季度/月份,则可以阅读本教程,我想您可能会找到解决方案。

将日期转换为会计年度

将日期转换为会计季度

将日期转换为会计月


箭头蓝色右气泡 将日期转换为会计年度

1.选择一个单元格,然后在其中键入会计年度开始月份编号,在这里,我公司的会计年度从1月7日开始,我键入XNUMX。请参见屏幕快照:
doc-convert-财政年度1

2.然后您可以输入此公式 =YEAR(DATE(YEAR(A4),MONTH(A4)+($D$1-1),1)) 放入日期旁边的单元格中,然后将填充手柄拖到所需的范围。doc-convert-财政年度2

Tips::在上式中,A4表示日期单元格,D1表示会计年度开始的月份。


箭头蓝色右气泡 将日期转换为会计季度

如果要将日期转换为会计季度,可以执行以下操作:

1.首先,您需要制作一张表格,如下图所示。 在第一行中列出一年中的所有月份,然后在第二行中,键入每个月的相对财政季度编号。 看截图:
doc-convert-财政年度3

2.然后在日期列旁边的单元格中,键入此公式 =选择(MONTH(A6),3,3,3,4,4,4,1,1,1,2,2,2) 放入其中,然后将填充手柄拖到所需的范围。doc-convert-财政年度4

Tips::在上面的公式中,A6是日期单元格,数字系列3,3,3、1、XNUMX…是您在步骤XNUMX中键入的会计季度系列。


箭头蓝色右气泡 将日期转换为会计月

要将日期转换为会计月份,您还需要首先创建一个表格。

1.在第一行中列出一年中的所有月份,然后在第二行中,键入每个月的相对会计月份数字。 看截图:doc-convert-财政年度5

2.然后在该列旁边的单元格中键入此公式 =选择(MONTH(A6),7,8,9,10,11,12,1,2,3,4,5,6) 放入其中,然后使用此公式将填充手柄拖动到所需的范围。 doc-convert-财政年度6

Tips::在上面的公式中,A6是日期单元格,数字系列7,8,9…是您在步骤1中键入的会计月份数字系列。


快速将非标准日期转换为标准日期格式(mm / dd / yyyy)

在某些情况下,您可能会收到带有多个非标准日期的工作清单,并将它们全部转换为标准日期格式,如mm / dd / yyyy可能会给您带来麻烦。 这里 Kutools for Excel's 转换至今 一键即可将这些非标准日期快速转换为标准日期格式。  点击即可获得 30 天的免费全功能试用!
doc转换日期
 
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Comments (27)
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This comment was minimized by the moderator on the site
How to set If formula is target is month i.e 07.2023 , 08.2022 ...
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For Find in FY Year by month
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Hi, I would like to get an OUTPUT as a Date(10/11/2022) in Colum F, from a Fiscal Year (2023) in column A and Month(11) in Colum D. As my fiscal Year starts from November and Ends in October.

Appreciate your help to find a formula in Excel. Thank
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=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 </div>;
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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
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worked well...thank you.
This comment was minimized by the moderator on the site
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 <span style="letter-spacing: 0.2px; color: inherit; font-family: inherit; font-style: inherit; font-variant-ligatures: inherit; font-variant-caps: inherit; font-weight: inherit;"> </span>
Sathish
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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.)
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"=Vlookup(Month(A6),etc.)" It's so simple, yet so elegant... not sure why I didn't think of this but this was a huge find. Thank you!
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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 ...
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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)
This comment was minimized by the moderator on the site
IF YOU WANT TO FIND FISCAL YEAR IN INDIA....
WRITE EXCEL QUERY AS BELOW


=(YEAR(DATE)+(MONTH(DATE)>=4))-1
This comment was minimized by the moderator on the site
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"))
This comment was minimized by the moderator on the site
You can also use below formula for the same condition :


=IF(MONTH(K2)<4,YEAR(K2)-1&"-"&TEXT(K2,"YY"),YEAR(K2)&"-"&TEXT(K2,"YY")+1)
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Thank you!!
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What a legend. Thank you!
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thank you
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