Convert Dates to Fiscal Periods in Excel - Easy Formula

[snicho]

This has got to be the neatest way that I have ever seen this issue managed in a calculation! In the past, I've always pushed to using Pivot Tables for summarising dates by quarters. With this method, the quarters can be readily defined for use anywhere.

Definitely one to add to the toolbox! :)

Thanks Mynda.

[yashmalde]

Thanks Mynda! Learning new things from you is amazing!

[farzanmoha]

Much better than what I did, I’ll replace my workbooks’ formula with this function. Thank you Mynda.

[wayneedmondson]

Hi Mynda.. great video! CHOOSE is handy in so many situations. Thanks for all the other examples too.. very useful! Thumbs up!!

[darrylmorgan]

Hi Mynda!Great Tutorial Especially The Example With The Choose Function...Thank You :)

[abdulhaseeb]

Super useful techniques and perfect timing too. We are doing our annual closing and this would be of great help.

[Elbranto]

As always, another great tutorial - thank you very much.

[kaesuma]

Thank you so much for this tutorial. You made it sound simple.!!

[IvanCortinas_ES]

Thank you for the video Mynda. Very useful!!!

[joshuamanampiu]

Very very good. A bit quick for me - had to watch a couple of times but it was worth it. Thank you.

[Riri-qifu]

This is the one I needed it today! Thank u!

[chrism]

I don't ever use CHOOSE, so this was a great example of how to use it, thanks Mynda!

[alisonstewart]

Very useful and explained well. Thanks for this tip.

[mrkenwu]

Thank you for another super useful tutorial!

[ivan]

Thank you for this! I now have an idea on how to determine the billing month of a date. Our billing month is every 26th of last month to 25th of the month and I've struggled to find a formula for this. I usually do it manually but now I have an idea to convert it using a formula.

[MuslimIslam]

thanks you for your knowledge sharing it helps me a lot

[janakiramvvs]

Good one. Thank you. Smart way of using formulas to suit our needs

[muratucar]

Hello Mynda,
Very simple and usefull solve. I am first time use a choose function. I use this method/function for many practice next time. Thank you sow much.

[anjinoureddine]

Thank you very much
Always I learn something new in your videos

[WebberJason]

A great use of CHOOSE and a great technique to put in the toolbox, thanks very much Mynda!

As a suggestion, what about rounding the MONTH/3 within CHOOSE in this case (combining your first and second techniques), which reduces the number of CHOOSE arguments required? For example:

=CHOOSE(ROUNDUP(MONTH(A1)/3, 0), 3, 4, 1, 2)

I appreciate this doesn't work directly for financial years ending say February, but could be modified accordingly.