fiscal

Hi all, I am in a serious quandary! I have searched the internet and I cannot locate a clear solution to adding a column (or multiple columns) in Power Query that will calculate the Year, Quarter, Month, Week according to our clients fiscal year. I have created a dashboard according to the...

I have a Date column (in this format m/dd/yyyy) in Power Query (using Excel) and would like to know how I can create a custom fiscal quarter column based on the Date column so that if a date falls between each of these months it will give the correct fiscal quarter: Oct-Dec is Q1, Jan-Mar is Q2...

Hello Sirs! I have a file that lists a title as of a certain date. In the columns I have Employee Number, Title, effective date of title. Take one for example: Emp No Title Date 5298 Staff Acct 7FEB2007 5298 Staff Acct1 8MAR2009...

Hi - I am looking for a simple formula to work out the week number for my dates in our fiscal year. Column A is a range of different dates for the last 3 years For example= A1 is 01/5/2016 I want it to return in cell B1 the week number 1 Any help would be great! Thanks!!!

Hi everyone I have a workbook where each week, I recreate the file and assign a quarter, year and fiscal week. My named ranges are as follows, all on my SETUP tab within the workbook B2 = CFW = Current Fiscal Week = FW23 B3 = PFW = Prior Fiscal Week = FW21 B4 = PQTR = Pacing Quarter = ex. Q2...

Good morning all..... Done a lot of looking and have made some progress but stuck now.... My fiscal year does not always start on the same date....This is for some accounting reason...but it's been this way forever as far as i know... What i do know is that the fiscal year starts on the SUNDAY...

I work with a bunch of foresters that are baffled by Pivot Tables. We use a spreadsheet to track harvested sawlog volumes. There can be up to 400 loads entered; when a load is entered a Date is entered which calculates a Fiscal Year. I used CSE formula to generate a list of Fiscal Years. I would...

I am not an Excel person; however, I have a quarterly report that is in Excel and consists of 2 pages. I inherited the report when we started telecommuting and we lost our administrative support. The report's design was sent to me and it worked well for 1 fiscal year. Because it keeps track...

Hi everyone. I hope the title is OK. I am working on a rather primitive accounting sheet, where I have three columns, each containing a fiscal year and their corresponding values below depending on the account they represent. The workbook itself is quite big with many macros inside, but I have...

Hi all! This is my first time post. Normally read other's post to help my problems, but I am having trouble this time. My fiscal year began on Sunday 27, 2017, and has 52 fiscal weeks, and can't figure out this week formula. I have 46,000 lines of data all with different dates. If a date...

I have a Training Spreadsheet which houses all training courses held for a company throughout the year. I want to be able to filter (slicer) by year, so I have created a table of fiscal years (dates) and the year that I would like to return as below: Fiscal Start Fiscal End Return...

I have a table of records and the first column is the Fiscal Year which shows 2017 and 2016 for each row. How do I create a separate columns for each fiscal year?

Greetings, <tbody> My data is in the format MM/DD/YYYY and I want to generate the fiscal month and number. Example: Cell contains 7/5/2017 and formula generates 1-Jul. I have tried using the Month and Choose functions. I can get the output to yield the correct month number, but not the...

I am having trouble getting the months in a PowerPivot table to arrange chronologically by fiscal year, not calendar year. I...I mean...The Powers That Be (TPTB) want data by fiscal year, which starts on April 1st. No, that isn't a joke and TPTB didn't appreciate my humorous (to me) comments...

I have a query that combines two Excel files from a folder. Within the two files there is a Fiscal Year (2016, 2017) column. I would like to know how I can create a second query based on the first query that separate the files by Fiscal Year. If a new Excel file get's added to the folder with...

Hi, I'm using =VLOOKUP("Fiscal Period ",$A:$AB,COUNTA(1:1),0) to find the end of a row. The problem is sometimes Fiscal Period isn't in row 1:1. Is there away for me to reference what ever row reference Fiscal Period is in. e.g. If Fiscal Period was in row 5:5 my formula would be...

I have an Excel workbook with a table of sales data. I've appended a column titled Fiscal Year to the table to calculate fiscal year based on a value entered in a named cell, FiscalStartMo It works great in the table. The column in the table correctly shows the proper value. Right now the...

I run my company on fiscal dates and have the ranges in date format. I need a formula to return the month based on the ranges I provide. Below is the table the has the month assigned to the fiscal date ranges. If a cell reads 3/15/16 I need the output in a separate cell to read Mar...