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Formula's using fiscal years

  1. #1
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    Formula's using fiscal years

    Hi,

    I have a spreadsheet with about 12 columns of data and a little over a 1000 rows (to date). Each row refers to a specific project occurrence and each column of the row has information about the project, the main contractor, additional personnel, the date the project was submitted for approval, how much money was request (bid) for the project, the date the project was funded and how much ultimately was funded (which isn't necessarily the same as what was requested), plus a few more incidental fields. It's really just one long sheet of raw data that spans about 10 fiscal years.

    I'd like to do two different reports with this data. One report would focus on project proposals within a fiscal year, and the other would be projects funded within a fiscal year. With the proposal date I'd want the value of the proposals submitted. With funded date, I'd want the value of the proposals funded. Since there can be a many-month delay between proposal and funding, sometimes they don't occupy the same fiscal year, and I'm required to report on a fiscal basis. Till now I've been doing this all manually, but I'd like to automate some of it by setting up some formulas that capture the data between certain dates. Also I'd like to be able to ensure that if any additional fields are added that a running total would remain accurate, as I've found can sometimes be an issue.

    Unfortunately I can't seem to figure out a way to extract the correct data rows by the date. Any help would be appreciated.

  2. #2
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    Re: Formula's using fiscal years

    Not having a file to work from makes this difficult. You can upload a file by "Going Advanced" and using the paper clip icon.
    That said here is a setup for a pair of reports on the proposal/funding dates of projects. It assumes a government fiscal year starting October 1 and ending September 30. The data is on one sheet, the report for the proposed projects is on a separate sheet and uses the formula
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    the report for the funded projects is also on a separate sheet and uses the formula
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    This simply returns the project number, to find an actual name would require some type of index/match, but since you seem to be more interested in how to get a date range, I am hoping this will address your question.

    Projects by fiscal year.xlsx

    Let me know if you have any questions.

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