Note: The other languages of the website are Google-translated. Back to English
Login  \/ 
x
or
x
Registrati  \/ 
x

or

Come convertire la data in anno fiscale / trimestre / mese in Excel?

Se hai un elenco di date in un foglio di lavoro e desideri confermare rapidamente l'anno / trimestre / mese fiscale di queste date, puoi leggere questo tutorial, penso che potresti trovare la soluzione.

Converti la data in anno fiscale

Converti la data in trimestre fiscale

Converti la data in mese fiscale


freccia blu freccia destra Converti la data in anno fiscale

1. Seleziona una cella e digita il numero del mese iniziale dell'anno fiscale, qui, l'anno fiscale della mia azienda inizia dal 1 ° luglio e io digito 7. Vedi screenshot:
doc-convert-fiscal-year-1

2. Quindi puoi digitare questa formula =YEAR(DATE(YEAR(A4),MONTH(A4)+($D$1-1),1)) in una cella accanto alle date, quindi trascina il quadratino di riempimento su un intervallo di cui hai bisogno.doc-convert-fiscal-year-2

Consiglio: Nella formula sopra, A4 indica la cella della data e D1 indica il mese in cui inizia l'anno fiscale.


freccia blu freccia destra Converti la data in trimestre fiscale

Se vuoi convertire la data in trimestre fiscale, puoi fare come segue:

1. In primo luogo, è necessario creare una tabella come mostrato nell'immagine sottostante. Nella prima riga elencare tutti i mesi di un anno, quindi nella seconda riga, digitare il numero del trimestre fiscale relativo a ciascun mese. Vedi screenshot:
doc-convert-fiscal-year-3

2. Quindi in una cella accanto alla colonna della data e digitare questa formula = SCEGLI (MESE (A6), 3,3,3,4,4,4,1,1,1,2,2,2) in esso, quindi trascina la maniglia di riempimento su un intervallo di cui hai bisogno.doc-convert-fiscal-year-4

Consiglio: Nella formula sopra, A6 è la cella della data e la serie numerica 3,3,3 ... è la serie del trimestre fiscale che hai digitato nel passaggio 1.


freccia blu freccia destra Converti la data in mese fiscale

Per convertire la data in mese fiscale, devi prima creare una tabella.

1. Nella prima riga elencare tutto il mese di un anno, quindi nella seconda riga, digitare il numero del mese fiscale relativo a ciascun mese. Vedi screenshot:doc-convert-fiscal-year-5

2. Quindi in una cella accanto alla colonna, digita questa formula = SCEGLI (MESE (A6), 7,8,9,10,11,12,1,2,3,4,5,6) al suo interno e trascina la maniglia di riempimento sull'intervallo necessario con questa formula. doc-convert-fiscal-year-6

Consiglio: Nella formula sopra, A6 è la cella della data e la serie numerica 7,8,9 ... è la serie numerica del mese fiscale digitato nel passaggio 1.


Converti rapidamente la data non standard nella formattazione della data standard (mm / gg / aaaa)

In alcune volte, potresti ricevere cartelle di lavoro con più date non standard e convertirle tutte nella formattazione standard della data come mm / gg / aaaa potrebbe essere problematico per te. Qui Kutools for Excel's Converti ad oggi può convertire rapidamente queste date non standard nella formattazione della data standard con un clic.  Fai clic per una prova gratuita completa in 30 giorni!
documento convertire data
 
Kutools per Excel: con più di 300 utili componenti aggiuntivi di Excel, liberi di provare senza limitazioni in 30 giorni.


I migliori strumenti per la produttività in ufficio

Kutools per Excel risolve la maggior parte dei tuoi problemi e aumenta la tua produttività dell'80%

  • Riutilizzo: Inserisci rapidamente formule complesse, grafici e tutto ciò che hai usato prima; Crittografa celle con password; Crea mailing list e invia email ...
  • Bar Super Formula (modifica facilmente più righe di testo e formula); Layout di lettura (leggi e modifica facilmente un gran numero di celle); Incolla su intervallo filtrato...
  • Unisci celle / righe / colonne senza perdere dati; Contenuto delle celle divise; Combina righe / colonne duplicate... Impedisci celle duplicate; Confronta intervalli...
  • Seleziona Duplica o Unico Righe; Seleziona Righe vuote (tutte le celle sono vuote); Super Find e Fuzzy Find in molte cartelle di lavoro; Selezione casuale ...
  • Copia esatta Più celle senza modificare il riferimento della formula; Riferimenti di creazione automatica a più fogli; Inserisci punti elenco, Caselle di controllo e altro ...
  • Estrai testo, Aggiungi testo, Rimuovi per posizione, Rimuovi spazio; Creare e stampare totali parziali di paging; Converti contenuto e commenti tra celle...
  • Super filtro (salva e applica schemi di filtri ad altri fogli); Ordinamento avanzato per mese / settimana / giorno, frequenza e altro; Filtro speciale in grassetto, corsivo ...
  • Combina cartelle di lavoro e fogli di lavoro; Unisci tabelle in base a colonne chiave; Suddividi i dati in più fogli; Conversione in batch xls, xlsx e PDF...
  • Più di 300 potenti funzionalità. Supporta Office / Excel 2007-2019 e 365. Supporta tutte le lingue. Facile distribuzione nella tua azienda o organizzazione. Funzionalità complete Prova gratuita di 30 giorni. Garanzia di rimborso di 60 giorni.
scheda kte 201905

Scheda Office porta l'interfaccia a schede a Office e semplifica notevolmente il lavoro

  • Abilita la modifica e la lettura a schede in Word, Excel, PowerPoint, Publisher, Access, Visio e Project.
  • Apri e crea più documenti in nuove schede della stessa finestra, piuttosto che in nuove finestre.
  • Aumenta la produttività del 50% e riduce centinaia di clic del mouse ogni giorno!
fondo officetab
Say something here...
symbols left.
You are guest
or post as a guest, but your post won't be published automatically.
Loading comment... The comment will be refreshed after 00:00.
  • To post as a guest, your comment is unpublished.
    Punit · 27 days ago
    =IF(MONTH(EOMONTH(B4,0))>3,

    YEAR(B4)&"-"&RIGHT(YEAR(B4)+1,2),

    YEAR(B4)-1&"-"&RIGHT(YEAR(B4),2))

    https://excelforfinance1.blogspot.com/2021/05/excel-formula-to-get-financial-year.html 
  • To post as a guest, your comment is unpublished.
    Sathish · 1 months ago
    Just check this

    =IF(MONTH(I8)>3,"FY"&YEAR(I8)&"-"&YEAR(I8)+1,IF(MONTH(I8)<=3,"FY"&YEAR(I8)-1&"-"&YEAR(I8)))

    Assume the target is in I8 cell with a date of 8/23/2011 , the out put will be FY2011-2012

    Sathish
    • To post as a guest, your comment is unpublished.
      raghu · 3 days ago
      worked well...
      thank you.
  • To post as a guest, your comment is unpublished.
    Sathish · 1 months ago
    Just check this 

    =IF(MONTH(I8)>3,"FY"&YEAR(I8)&"-"&YEAR(I8)+1,IF(MONTH(I8)<=3,"FY"&YEAR(I8)-1&"-"&YEAR(I8)))

    Assume the target is in I8 cell with a date of 8/23/2011 , the out put will be  

    Sathish
  • To post as a guest, your comment is unpublished.
    Fraser · 1 years ago
    If anyone is looking for a formula to figure out what fiscal/policy year an payment/event happened, even if that fiscal year/policy doesn't start on the first of the month I came up with this.

    =YEAR(A4)+((MONTH(A4)>=MONTH($D$1)+(DAY(A4)<Day($D$1)))-1)

    D1 in this has to be a full date 01/06/2019 for example.

    Also surely a cheeky Vlookup is a better way of doing the quarter formula

    =Vlookup(Month(A6),etc.)
  • To post as a guest, your comment is unpublished.
    Ron · 1 years ago
    I came up with a self contained choose() to calculate the fiscal year that doesn't need to use an external cell as an input.
    .
    Fiscal Year EndCalculation
    ="June 30, " & (YEAR(E2) +CHOOSE(MONTH(E2),0,0,0,0,0,0,1,1,1,1,1,1))
    . * The first part is just a text string
    . * & concatenates the first part to the second part which calculatesthe appropriate year.
    . * Year(e2) extracts the year number from the date in column E
    . * Choose() looks at the month number from that same date.
    . For months Jan through June itretrieves the value 0,
    . For months July thru Dec itretrieves value 1.
    . The retrieved value is added to theyear extracted to give the appropriate year end
    “June 30, 2020”.

    This is on the assumption that a company is not likely to be changing it's year end. Doesn't work if the sheet is being used for multiple companies with different year ends ...
  • To post as a guest, your comment is unpublished.
    Bret Sutton · 2 years ago
    Please correct the fiscal-year formula you give above! It does not work unless the fiscal year begins with month 7. This formula will work just fine:

    =YEAR(DATE(YEAR(A4),MONTH(A4)+12-($D$1-1),1))

    But it is still way more complex than it needs to be. Use Michael's formula (but correct his typo):

    =YEAR(A4)+(MONTH(A4)>=$D$1)
  • To post as a guest, your comment is unpublished.
    Jay Joshi · 2 years ago
    IF YOU WANT TO FIND FISCAL YEAR IN INDIA....
    WRITE EXCEL QUERY AS BELOW


    =(YEAR(DATE)+(MONTH(DATE)>=4))-1
  • To post as a guest, your comment is unpublished.
    Nakul Dahiya · 3 years ago
    You can use below formulae:


    Here Col K2 is our date column which is to be converted in format 20XX-XY (e.g. 2017-18).

    =IF(MONTH(K2)<4,TEXT(DATE(YEAR(K2)-1,MONTH(K2),DAY(K2)),"YYYY-")&TEXT(DATE(YEAR(K2),MONTH(K2),DAY(K2)),"YY"),TEXT(DATE(YEAR(K2),MONTH(K2),DAY(K2)),"YYYY-")&TEXT(DATE(YEAR(K2)+1,MONTH(K2),DAY(K2)),"YY"))
    • To post as a guest, your comment is unpublished.
      Vinod · 2 years ago
      Thank you!!
    • To post as a guest, your comment is unpublished.
      ClaireH · 2 years ago
      What a legend. Thank you!
    • To post as a guest, your comment is unpublished.
      Ravi · 3 years ago
      thank you
  • To post as a guest, your comment is unpublished.
    Michael · 3 years ago
    To calculate the FISCAL YEAR, MONTH, and QUARTER of a given date (here in A4), these formulas will work for any FY starting month (here in $D$1):
    FISCAL YEAR =YEAR(A4)+(MONTH(A4)]=$D$1)
    FISCAL MONTH =MOD(MONTH(A4)-$D$1;12)+1
    FISCAL QUARTER =QUOTIENT(MOD(MONTH(A4)-$D$1;12);3)+1

    How it works (examples assume FY starting month in $D$1 = July = 7):

    A. (see also formula of MikeyMoe316 below)
    As in MS EXCEL the equivalent value for TRUE = 1 and FALSE = 0, the FISCAL YEAR can also be calculated without the IF clause as:
    FISCAL YEAR =YEAR(A4)+(MONTH(A4)]=$D$1)

    B. In the Fiscal Month formula, the innermost term [MONTH(A4) - $D$1] will shift the months by the FY starting month, i.e. JUL(7) - StartMonth(7) = 7 - 7 = 0.
    So the result for date in fiscal start month = 0, while all others range from -11..+11, e.g. Jul = 0, Aug= 1, ... , Dec = 5; Jan = -6; Feb = -5; Jun = -1

    C. Running the result [B] above through the term [MOD([B];12)], will retain the positive numbers, while increasing any negative [B] by 12.
    Now the results range from 0.11, e.g. Jul = 0, Aug= 1, ... , Dec = 5; Jan = 6; Feb = 7; Jun = 11

    D. The final [+1] term will adjust the 0..11 range of [C] to be the correct 1..12 fiscal month range, so the FiscalStartMonth = 1, et voila:
    e.g. Jul = 1, Aug= 2, ... , Dec = 6; Jan = 7; Feb = 8; Jun = 12

    E. Converting a FISCAL MONTH to a FISCAL QUARTER becomes relatively easy then, knowing that quarter (= 3 months) can be calculated by
    QUARTER = QUOTIENT( [Month] - 1 ; 3) + 1

    F. Replacing [Month] with [Fiscal Month] in above formula to get .......... QUOTIENT( [Fiscal Month] - 1 ; 3) + 1
    Now we can insert the FISCAL MONTH formula from above and get .... QUOTIENT( MOD(MONTH(A4)-$D$1;12)+1 - 1 ; 3) + 1
    The [+1 -1] in the middle can be removed, and we end up with ............. QUOTIENT( MOD(MONTH(A4)-$D$1;12) ; 3) + 1
  • To post as a guest, your comment is unpublished.
    MikeyMoe316 · 3 years ago
    In the Fiscal Year example, the formula in cell D4 should be:
    =YEAR(A4)+IF(MONTH(A4)>=$D$1,1,0)
    This will work for any fiscal year, not just one that starts with July
  • To post as a guest, your comment is unpublished.
    Edward · 4 years ago
    Hi

    Our fiscal year starts in February and ends in January of the following year (for example 1-Feb-2017 to 31-Jan-2018 should = Fiscal Year 2018, hence 31-Jul-2017 should be in Fiscal Year 2018, your formula computes Fiscal Year 2017). So I did everything as you stated above and changed the "Fiscal year starting month" to 2 and it does not calculate it right for some dates. I am not sure why. I would appreciate if you could please get back to me. Many thanks
    • To post as a guest, your comment is unpublished.
      J. Randle · 4 years ago
      [quote name="Edward"]Hi

      Our fiscal year starts in February and ends in January of the following year (for example 1-Feb-2017 to 31-Jan-2018 should = Fiscal Year 2018, hence 31-Jul-2017 should be in Fiscal Year 2018, your formula computes Fiscal Year 2017). So I did everything as you stated above and changed the "Fiscal year starting month" to 2 and it does not calculate it right for some dates. I am not sure why. I would appreciate if you could please get back to me. Many thanks[/quote]

      Would this work for you?

      =IF(MONTH(A1)>=2,YEAR(A1)+1,YEAR(A1))
      Any month >=Feb would return the current year+1 which is your FY. Otherwise, it will only return the year as is. When I did Ctrl+: in cell A1 to paste date in MS Excel, it returned 2018. Changed the 04 to a 01 and it returned 2017.
      • To post as a guest, your comment is unpublished.
        Bea Viveros · 3 years ago
        WOW so easy thanks!!
  • To post as a guest, your comment is unpublished.
    jjcasta3 · 4 years ago
    Would it be easier to do this [b]MONTH(A4)+(6)[/b] instead of [b]MONTH(A4)+($D$1-1)[/b] for the fiscal year calculations?

    Thanks for the post!
  • To post as a guest, your comment is unpublished.
    Kamran · 4 years ago
    An easy formula for Fiscal Month:
    =IF(+TEXT(Index!E2,"M")-6
  • To post as a guest, your comment is unpublished.
    charles · 4 years ago
    Please ignore my previous Comment.
  • To post as a guest, your comment is unpublished.
    charles · 4 years ago
    I believe your formula may be incorrect. If your fiscal year starts in July - the 7th month. This would indicate a new "fiscal" year. January 1 2014 & March 3rd 2014; should they not fall under Fiscal Year 2013.. Not 2014 as calculated? I am asking because my fiscal year starts in April (ends in March) and I am trying to figure out the formula. When I type in 4, it does not appear to populate correctly.
  • To post as a guest, your comment is unpublished.
    CW · 5 years ago
    I am trying to convert date to fiscal month however the CHOOSE function does not seem to calculate ? IE 30/09/2015 shows 3..

    =CHOOSE(MONTH(G4),7,8,9,10,11,12,1,2,3,4,5,6)