DateToPeriod Function

Description

The DateToPeriod function returns the proper period name (year, quarter, or posting) based on a date.

Function Arguments

Argument Name	Input Information	Required
Date	Reference a cell with a date in it or type in a date with format "MM/DD/YYYY"	Yes
Period Type	Valid values are Year, Quarter, and Posting with Posting being the default	No
Subsidiary	Fill in if Subsidiary confirmation is required as some subsidiaries have different period ranges	No

Example

Let's say a user wants to period names for the four quarters in their fiscal year. They can utilize the DateToPeriod function to return this.

1. Have an Excel file with four dates typed into cells for each quarter
2. Go to Function Library > select the DateToPeriod function
3. Select the first date as your date argument, type in "Quarter" as the Period Type, leave Subsidiary blank
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4. See the period name returned and drag the function down to apply to the other dates.
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