Lookup dates, fiscal period table

[Guest]

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.

 

[Guest]

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

 

[Guest]

Thanks - that works great.