Highline Excel 2016 Class 09

Date Formulas and Date Functions, including Fiscal Quarter & Year

DESCRIPTION

In this video learn about:
(00:12) Introduction
(00:22) Reminder of Date Math and Serial Number Dates and Number Formatting
(02:14) TODAY and NOW functions to show the current date and time
(03:13) EOMONTH function to get the end of the month date
(04:03) EDATE function to get Invoice Due Date (one month ahead) or Pension Vest Date
(05:58) DATE function that takes the inputs: year, month and day and then delivers a serial number date.
(06:17) YEAR, MONTH and DAY functions to get year, month and day as numbers from a serial number date.
(07:43) Year Sales Report with SUMIFS function
(08:58) Calculate Month Name with TEXT function and Custom Number formatting
(09:51) Calculate Day Name with TEXT function and Custom Number formatting
(10:18) Weekday Sales Report with SUMIFS function
(11:06) Standard Quarter with ROUNDUP function
(13:11) Label for quarter.
(13:47) Quarter Sales Report with SUMIFS function
(14:17) What is a Fiscal Quarter.
(14:46) VLOOKUP Formula for Fiscal Quarter when Jan, Fed, Mar = 4th quarter.
(16:45) IF Formula for Fiscal Quarter when Jan, Fed, Mar = 4th quarter. This type of formula will work in Power Pivot Data Model also.
(18:51) Calculate Fiscal Year with IF function.
(19:42) Label for Fiscal Quarter. This sort of label will sort correct, like when we use this sort of formula in our Power Pivot Data Model and we use our DAX formula in our PivotTable Row area.
(20:43) Fiscal Quarter Sales Report with SUMIFS function
(21:19) Summary