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PeriodToDate Function

PeriodToDate Function

Description

The PeriodToDate function returns the start or end date of a period.

Function Arguments

Argument NameInput InformationRequired
Fiscal YearInput the fiscal year in the format specified for your company's NetSuite instance Ex: FY 2024Yes
PeriodInput the period numberYes
SideSpecifies whether to return the date for the start or end of the specified period. Default is end if omitted.No

Remarks

  • The Fiscal Year and Period can be understood better by looking at the Periods List found in the Data Retrieval section of the Finsyte Ribbon.
  • The date returned will appear in Serial Number format. Adjust the format to the date format you hope to see on the Home Ribbon under Number.

Example

Let's say a user wants to better understand the date ranges used for their periods. They can utilize the PeriodToDate function for this.

  1. Have an Excel file with a Fiscal Year cell and a Period Cell.
  2. Go to Function Library > select the PeriodToDate function
  3. Select the Fiscal Year (ex: FY 2024) for your argument, select the period (ex: 12), and leave Side empty for now.
    1. period-to-date
  4. See the end date of Period 12 for Fiscal Year 2024 returned as a serial number. Adjust the date format to see 12/31/2024.
  5. Copy the cell's value into a new cell and select the Fx button at the top of your screen while selected on the cell to edit this copied function to return the "Start" side of the period.
  6. See the start date of Period 12 for Fiscal Year 2024 returned as 12/1/2024.
    1. period-to-date-result