Excel Using date ranges to ultimately assign fiscal years - Microsoft Community


i'm having trouble writing simple formula assigns fiscal years date ranges.  have large report has information spreading across many different fiscal years various dates.  know how sort, filter and vlookups , etc.  that's not problem.  i've created new column and want assign each data row corresponding fiscal year.  instance, fiscal years start on july 1 and ends on june 30 annually.  if have data row has date of may 25, 2014, want assign fiscal year of 2014 in separate column in same row.  example, if data row shows sept 15, 2014, then i want assign fiscal year 2015.  sounds simple assignment.  i've tried writing different if statements without achieving success.  appreciate if can assigning fiscal years dates.  example, tried using > 6/30/2014 , <7/1/2015 assign fiscal 2015.  did not work, 

thank help. 

   

hi jeffrey: name ron. funny thing, i'm going give same answer gave question finished answering right before this. pivot tables. rather playing filters , lookups invest time learning pivot tables. think need, including defining fiscal years faster , more flexibly have now. co-incidentally few hours ago today spent hour listening free intro session pivot tables earlier today. lucky you, has couple more session planned. sign 1 if can't attend live can replay recording , sample worksheets. i'm sure find worth while. can find out more information, , sign @ page; https://excelcampus.lpages.co/pivot-tables-webinar-september-2017/ luck.


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