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Return Fiscal calendar month, year and period, based on calendar date

  1. #1
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    Return Fiscal calendar month, year and period, based on calendar date

    Hello

    Looking to populate Fiscal Month, Fiscal Year, Fiscal Period in rows 3,4,5 based on what the calendar date in row 2 is. I've done another tab for mapping the Fiscal calendar.

    Stuck on how to return the relevant fiscal month, year and period, by doing a lookup between the Calendar date on Data tab to column A in Fiscal Calendar tab. Want to return 2020P9 for any August dates in 2020 for example

    Thanks
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  2. #2
    Forum Guru Bo_Ry's Avatar
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    Re: Return Fiscal calendar month, year and period, based on calendar date

    Please try at
    B3
    =MOD(MONTH(B2),12)+1

    B4
    =YEAR(B2)+(MONTH(B2)>11)

    B5
    =B4&"P"&B3
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