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MS Office Forum / Excel / Worksheet Functions / May 2006

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Lookup dates, fiscal period table

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DSCAVOTTO - 17 May 2006 16:22 GMT
I am trying to create a lookup table to determine the fiscal period of a
transaction. For example,a transaction dated Feb. 21, 2006 would be in period
14 in a table that started with Jan 2005. The file I am working with is
fairly substantial with numerous transactions every month. I will need to
have at least a three year table.

Period  Month
1          Jan-05
2          Feb-05
3          Mar-05
13        Jan-06
14        Feb-06

Thanks for your help.
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Dave

bpeltzer - 17 May 2006 17:19 GMT
If you've got the analysis tool pak (tools > addins, ...), you could use
datedif rather than a table.  For example, if the transaction date is in A1,
then the period would be =datedif(date(2004,12,1),a1,"m").  That will
calculate the number of complete months since 12/1/04 so that 1/1/05 starts
period number 1.
--Bruce

> I am trying to create a lookup table to determine the fiscal period of a
> transaction. For example,a transaction dated Feb. 21, 2006 would be in period
[quoted text clipped - 10 lines]
>
> Thanks for your help.
DSCAVOTTO - 17 May 2006 17:35 GMT
Thanks - that works great.
Signature

Dave

> I am trying to create a lookup table to determine the fiscal period of a
> transaction. For example,a transaction dated Feb. 21, 2006 would be in period
[quoted text clipped - 10 lines]
>
> Thanks for your help.
 
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