Forum Discussion

KimberlyLagura's avatar
KimberlyLagura
Qrew Member
5 years ago

Returns the reporting period month

Scenario: I need a formula that returns the reporting period month. Any date after the said date of the month, it will return a reporting period of the following month. 

If(

(Month([Date])="January" and Day([Date])>21)

or

(Month([Date])="March" and Day([Date])>25)

or

((Month([Date])="April" or Month([Date])="July" or Month([Date])="October" or Month([Date])="December") and Day([Date])>22)

or

(Month([Date])="May" and Day([Date])>20)

or

(Month([Date])="June" and Day([Date])>24)

or

((Month([Billing Month])="August" or Month([Date])="November") and Day([Date])>19)

or

(Month([Date])="September" and Day([Date]>30),

 

Month(AdjustMonth([Date], 1)), Month([Date])

)

This is not working :( 



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Kimberly Lagura
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  • The month function returns the number of the month= and not the name

    Try this approach

    If(

    (Month([Date])=1 and Day([Date])>21)

    or

    (Month([Date])="3" and Day([Date])>25)

    etc etc etc

    (Month([Date])=9 and Day([Date]>30),

    Month(AdjustMonth([Date], 1)), Month([Date])

    )






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