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Current Fiscal Year - Calculated column

Posted on 2014-02-19
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Last Modified: 2014-02-24
How can I determine the current fiscal year using a calculated column?
The fiscal year falls within Oct and Sept of a given year.

So for this year, the fiscal year is Oct 2013 to Sept 2014

Thanks for any help you can provide.
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Question by:Isaac
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4 Comments
 
LVL 11

Expert Comment

by:Gregory Miller
ID: 39872094
Are you wanting a calculation for a spreadsheet cell or for a column in a SharePoint column, or how exactly are you wanting to use this calculated result?
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Gregory Miller earned 400 total points
ID: 39872130
FiscalYear ==> =IF(MONTH(A2)>=10,YEAR(A2)+1,YEAR(A2))

Here is one for Excel. I attached a sample spreadsheet.
Current-Fiscal-Year---Calculated.xlsx
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LVL 5

Author Comment

by:Isaac
ID: 39872167
SharePoint column but I think if it works in excel, it will work in SharePoint calculated column.

Thanks!
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LVL 50

Assisted Solution

by:barry houdini
barry houdini earned 100 total points
ID: 39873094
This will also work in Excel

=YEAR(A2+92)

It's 92 because your fiscal year is "offset" by 92 days from the regular calendar year - i.e. 1st October to 1st January is 92 days

regards, barry
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