Calculate Calendar Year using Fiscal Year data column?

Question

I have a fiscal year column that I need to use to assign the calendar year for the months of October-December and cannot figure out a good formula to use? Data is structured like below...I need Cal_Year to show 2021 and none of the formulas I try to input seem to work.

Matthew · Answer

perhaps something like this:

if
  [Conv_Month] >= 10 
then 
  [OG_Fiscal] - 1
else
  [OG_Fiscal]
endif

ShankerV · Answer

Hi @GabbyH

Make use of the formula tool with condition if OCT OR NOV OR DEC

then OG_Month

else "Empty"

Hope this helps, if you need more in specific, can you please attach the sample file in Excel and desired output too.

So I can fetch you the results.