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Thread: Formula to calculate fiscal PPeriod from date?

  1. #1
    Bronze Member michellepace's Avatar
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    Oct 2018
    South Africa
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    Question Formula to calculate fiscal PPeriod from date?

    Good morning,

    I need to calculate PPeriod from a specified date given the FY start. Does anyone know the generic formula to do this in excel? Attached is the sample data. I have not been able to figure this formula out... goodness.

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    Thanks in advance,

  2. #2
    Diamond Member Neville Bailey's Avatar
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    Nov 2010
    Westville, Durban
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    I would create a vlookup table, with the first column populated with the first date of each period, e.g. 01/01/20, 01/02/20, 01/03/20, etc and the second column with its corresponding period number, e.g. 101, 102, 103, etc.

    Then use the vlookup formula to generate the period number from the date.

    For example, =vlookup(A1,table,2,true), where A1 is the date and "table" is the name of the vlookup table.
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  3. #3
    Silver Member
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    Aug 2018
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    Hi Michelle

    The date ranges can be found in the ledgerparameters file - There is a period start and period end date for each period for this year and last year. Extract the dates from there to use in the lookup table Neville is referring to.

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