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Finacial Year

  1. #1
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    Finacial Year

    Hi!
    I have been working on this problem for ages;

    Given that a Financial Year, spans two Calendar Years (from 1 July through to 30 June inclusive), I am tyring to get Excel to cyclically:
    Display the number of calendar days remaining in a Financial Year (beyond Today()).
    Display the number of calendar days elapsed in a Financial Year (prior to Today()).
    Any suggestions?

    Regards,
    Mick.

  2. #2
    Forum Contributor
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    Display the number of calendar days remaining in a Financial Year (beyond Today()).

    =DATE(YEAR(TODAY())-IF(MONTH(TODAY())>6,1,0),7,0)-TODAY()



    Display the number of calendar days elapsed in a Financial Year (prior to Today()).

    =TODAY()-DATE(YEAR(TODAY())-IF(MONTH(TODAY())<7,1,0),7,1)


    Mangesh

  3. #3
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    Thank You

    "Thank you, Mangesh!"

    Your formulae, are exactly what I was striving for; They are perfect!

    Regards,
    Mick.

  4. #4
    Niek Otten
    Guest

    Re: Finacial Year

    =DATE(YEAR(TODAY())+IF(MONTH(TODAY())<7,0,1),7,1)-TODAY()
    =TODAY()-DATE(YEAR(TODAY())-IF(MONTH(TODAY())<7,1,0),7,1)

    --

    Kind Regards,

    Niek Otten

    Microsoft MVP - Excel

    "mick2" <[email protected]> wrote in
    message news:[email protected]...
    >
    > Hi!
    > I have been working on this problem for ages;
    >
    > Given that a Financial Year, spans two Calendar Years (from 1 July
    > through to 30 June inclusive), I am tyring to get Excel to
    > -cyclically-:
    >
    > Display the number of calendar days remaining in a Financial
    > Year (beyond *Today()*).
    > Display the number of calendar days elapsed in a Financial Year (prior
    > to *Today()*).
    >
    > Any suggestions?
    >
    > Regards,
    > Mick.
    >
    >
    > --
    > mick2
    > ------------------------------------------------------------------------
    > mick2's Profile:
    > http://www.excelforum.com/member.php...o&userid=24143
    > View this thread: http://www.excelforum.com/showthread...hreadid=378027
    >




  5. #5
    JE McGimpsey
    Guest

    Re: Finacial Year

    One way:

    days remaining:

    =DATE(YEAR(DATE(YEAR(TODAY()),MONTH(TODAY())+6,1)),6,30)-TODAY()

    days elapsed:

    =TODAY()- DATE(YEAR(DATE(YEAR(TODAY()),MONTH(TODAY())-6,1)),6,30)


    In article <[email protected]>,
    mick2 <[email protected]> wrote:

    > Hi!
    > I have been working on this problem for ages;
    >
    > Given that a Financial Year, spans two Calendar Years (from 1 July
    > through to 30 June inclusive), I am tyring to get Excel to
    > -cyclically-:
    >
    > Display the number of calendar days remaining in a Financial
    > Year (beyond *Today()*).
    > Display the number of calendar days elapsed in a Financial Year (prior
    > to *Today()*).
    >
    > Any suggestions?
    >
    > Regards,
    > Mick.


  6. #6
    Dave Peterson
    Guest

    Re: Finacial Year

    You can get the last fiscal day of the current year with a formula like:

    =DATE(YEAR(TODAY())+(MONTH(TODAY())>6),7,0)

    Use the year from today's date unless we're in July to December. It also uses
    this: the 0th date of July is the last day of June.

    Then you could just subtract that from Today().

    =DATE(YEAR(TODAY())+(MONTH(TODAY())>6),7,0) - TODAY()
    (Format as General)

    or maybe...
    =DATE(YEAR(TODAY())+(MONTH(TODAY())>6),7,1) - TODAY()

    to get the number of days left.

    Is there 1 or 0 days left on June 30th?

    And to get the first day of the fiscal year, you can use this formula:

    =DATE(YEAR(TODAY())-(MONTH(TODAY())<7),7,1)

    Then just subtract the two values (and format as General).







    mick2 wrote:
    >
    > Hi!
    > I have been working on this problem for ages;
    >
    > Given that a Financial Year, spans two Calendar Years (from 1 July
    > through to 30 June inclusive), I am tyring to get Excel to
    > -cyclically-:
    >
    > Display the number of calendar days remaining in a Financial
    > Year (beyond *Today()*).
    > Display the number of calendar days elapsed in a Financial Year (prior
    > to *Today()*).
    >
    > Any suggestions?
    >
    > Regards,
    > Mick.
    >
    > --
    > mick2
    > ------------------------------------------------------------------------
    > mick2's Profile: http://www.excelforum.com/member.php...o&userid=24143
    > View this thread: http://www.excelforum.com/showthread...hreadid=378027


    --

    Dave Peterson

  7. #7
    Registered User
    Join Date
    02-03-2014
    Location
    Melbourne, Australia
    MS-Off Ver
    Excel 2010
    Posts
    1

    Re: Finacial Year

    Hi,

    I was wondering, the formula for calculating the days left in a financial year is great, but is there a way I could change it to calculate the months remaining?

  8. #8
    Administrator FDibbins's Avatar
    Join Date
    12-29-2011
    Location
    Duncansville, PA USA
    MS-Off Ver
    Excel 7/10/13/16/365 (PC ver 2310)
    Posts
    52,946

    Re: Finacial Year

    Hi and welcome to the forum

    Unfortunately your post does not comply with Rule 2 of our Forum RULES. Do not post a question in the thread of another member -- start your own thread.

    If you feel an existing thread is particularly relevant to your need, provide a link to the other thread in your new thread.

    Old threads are often only monitored by the original participants. New threads not only open you up to all possible participants again, they typically get faster response, too.
    1. Use code tags for VBA. [code] Your Code [/code] (or use the # button)
    2. If your question is resolved, mark it SOLVED using the thread tools
    3. Click on the star if you think someone helped you

    Regards
    Ford

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