Great video! The formula below, from Chat GPT, gave me better results. The one you provided assigned January 2021 to fiscal year 2021 for me, but our fiscal year starts in March. So, the formula below did the trick for me: =IF(MONTH(A2)>=3, YEAR(A2), YEAR(A2)-1)
I'll have a video on Fiscal month next. Here are two methods in a screenshot. drive.google.com/file/d/1pEwC3fcELKA93x7120aRIQVe20jPO-rh/view?usp=drivesdk
thanks, been trying to do this for awhile. If I want to add the month, but have them list in fiscal year order, how do i do that in a pivot table. I would also like to display all months, even if they are blank. thanks in advance
Trying to do this as a calculated field in a table from SQL in powerpivot pro and while it does not throw an error it also does not work, so for instance if I do month >= 2 it still shows Jan in the current year too, any thoughts?
Hi Chris, me again. Works well but how can you fix the month issue? How can you get monthly figures starting with the first month of your fiscal year lets say April. Excel keeps on putting January as the first month even if the first day of my fiscal year is April 1st. Thanks in advance
I'll make a video on that. It will be out next week. I'm going to add a helper column for fiscal month and I'll use either the choose function or a lookup. dungeon.
Great video! The formula below, from Chat GPT, gave me better results. The one you provided assigned January 2021 to fiscal year 2021 for me, but our fiscal year starts in March. So, the formula below did the trick for me:
=IF(MONTH(A2)>=3, YEAR(A2), YEAR(A2)-1)
OMG. I LOVE YOU. I manually input thousands of rows FY23. :-( You saved me hours of work. Thank you so much.
lol...Thank you!
Chris, you Sir are an absolute legend, very clearly and concisely explained. Now, for me to make it work.
Thanks, Rodney!
Without you, I really don't know how. Thanks so much
You're welcome 😊 Thanks for being a subscriber! I do appreciate it.
first time I needed this and you showed me the answer in 5mins. Thank you for your video creating efforts!
Glad to help
So easy to follow. Cheers mate!
No problem 👍
YOU JUST SAVED ME A TON OF TIME! You’re the best!
This is amazing! I've done this in such hard ways before!
Thank you. Fiscal Year can be tricky.
Very well explained!
Thanks for sharing Chris.
My pleasure!
Thanks Chris! Very, very helpful.
I'll have a video on Fiscal month next. Here are two methods in a screenshot. drive.google.com/file/d/1pEwC3fcELKA93x7120aRIQVe20jPO-rh/view?usp=drivesdk
Awesome! thank you very much
I think the easiest way it to use the end of month with an offset. Want to get the financial year beginning in July. Use Eomonth(date,6)
That is a great function! Thank you.
Fantastic! Saved me loads of tedious work.TY!
SO HELPFUL!
Thank you!
This is great, thank you. exactly what I was looking for
You're welcome!
Great helpful video. Im not too great with Excel but you explained it very well to me. Thanks.
Thank you.
Thanks Chris. That was very informative and helpful. Thanks again. : ) : )
Thanks John.
This a keeper. I work in academic years (Aug - Jul ).
Thank you. That is a great point. Most colleges/universities use fiscal or academic years.
Super Duper Awesome !
Thanks a lot
thanks, been trying to do this for awhile. If I want to add the month, but have them list in fiscal year order, how do i do that in a pivot table. I would also like to display all months, even if they are blank. thanks in advance
good job. Put excel practiced files in the description.
Trying to do this as a calculated field in a table from SQL in powerpivot pro and while it does not throw an error it also does not work, so for instance if I do month >= 2 it still shows Jan in the current year too, any thoughts?
Hi Chris, me again. Works well but how can you fix the month issue? How can you get monthly figures starting with the first month of your fiscal year lets say April. Excel keeps on putting January as the first month even if the first day of my fiscal year is April 1st. Thanks in advance
I'll make a video on that. It will be out next week. I'm going to add a helper column for fiscal month and I'll use either the choose function or a lookup. dungeon.
@@ChrisMenardTraining Thanks/Merci Sir!
Hi Chris, Nicely explain. I want to take range of FY like 201-2020 and so on. Could you pls help me with the formula.
One more step, so, FY start JULY, got that far, now create line chart with JULY - JUNE for continuous charting my FY Month?
Do you know how to create a 445 calendar table?