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Month and Year Formula

  • February 2, 2023
  • 4 replies
  • 37 views
Y
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  • Yvia
  • Participating Frequently
  • 8 replies

Hi Everyone!

So I would like a formula field where it shows the month and year of the End Date match the month and year today, say "This Month". I only know month and year separately as shown below however, I want them together in a single-sentence formula. 

IF( MONTH({END Date}) = MONTH(TODAY()),"This Month")
IF( YEAR({1st Payment Date}) = YEAR(TODAY()),"This Year")

Best answer by Ron_Daniel

Thanks, Ron!

How about if I want to have month and year in single sentence formula for 1st payment?

IF( MONTH({1st Payment Date}) = MONTH(TODAY()),"This Month")
IF( YEAR({1st Payment Date}) = YEAR(TODAY()),"This Year")

That would be the same formula, just changing the month-checking field from "END Date" to "1st Payment Date" :

IF(
MONTH({1st Payment Date}) = MONTH(TODAY()),
IF(
YEAR({1st Payment Date}) = YEAR(TODAY()),
"Yes, same month and year",
"Same month, different year"),
"Not same month"
)

4 replies

Ron_Daniel
Forum|alt.badge.img+21
  • Ron_Daniel
  • Inspiring
  • 105 replies
  • February 2, 2023

Yvia, try this formula:

IF(
MONTH({END Date}) = MONTH(TODAY()),
IF(
YEAR({1st Payment Date}) = YEAR(TODAY()),
"Yes, same month and year",
"Same month, different year"),
"Not same month"
)
Y
Forum|alt.badge.img+3
  • Yvia
  • Author
  • Participating Frequently
  • 8 replies
  • February 2, 2023

Yvia, try this formula:

IF(
MONTH({END Date}) = MONTH(TODAY()),
IF(
YEAR({1st Payment Date}) = YEAR(TODAY()),
"Yes, same month and year",
"Same month, different year"),
"Not same month"
)

Thanks, Ron!

How about if I want to have month and year in single sentence formula for 1st payment?

IF( MONTH({1st Payment Date}) = MONTH(TODAY()),"This Month")
IF( YEAR({1st Payment Date}) = YEAR(TODAY()),"This Year")
Ron_Daniel
Forum|alt.badge.img+21
  • Ron_Daniel
  • Inspiring
  • 105 replies
  • Answer
  • February 2, 2023

Thanks, Ron!

How about if I want to have month and year in single sentence formula for 1st payment?

IF( MONTH({1st Payment Date}) = MONTH(TODAY()),"This Month")
IF( YEAR({1st Payment Date}) = YEAR(TODAY()),"This Year")

That would be the same formula, just changing the month-checking field from "END Date" to "1st Payment Date" :

IF(
MONTH({1st Payment Date}) = MONTH(TODAY()),
IF(
YEAR({1st Payment Date}) = YEAR(TODAY()),
"Yes, same month and year",
"Same month, different year"),
"Not same month"
)
Y
Forum|alt.badge.img+3
  • Yvia
  • Author
  • Participating Frequently
  • 8 replies
  • February 2, 2023

That would be the same formula, just changing the month-checking field from "END Date" to "1st Payment Date" :

IF(
MONTH({1st Payment Date}) = MONTH(TODAY()),
IF(
YEAR({1st Payment Date}) = YEAR(TODAY()),
"Yes, same month and year",
"Same month, different year"),
"Not same month"
)

Thanks Ron!


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