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Nirupama SharmaNirupama Sharma 

Formula to Auto Populate the Start Date and End Date Based on the Month

Hello all

I am Trying to Design a Formula where i have Custom Picklist Field called ('Months') where it Contains all 12 months name, Now my Requirement is that when Any Month is Selected, Start Date and End Date Should Auto populate based on Month,

Ex - If i Choose Janaury, Start Date and End Date of January Should Auto Populate in the thosed Custom Fields, How Do i Achive this Functionality
CarljohnsonCarljohnson
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Jakub Kołodziej 7Jakub Kołodziej 7
For the first day of the month:

DATE(
     YEAR(TODAY()),
     MONTH(Picklist field),
     1
)

For the last day of the month:
DATE(
     YEAR(TODAY()),
     MONTH(picklist field) + 1,
     1
) - 1

In picklist field you should have number of month, so create formula for that or write longer formula in above : IF(TEXT(formula)=january,1,IF.....
Madhuri GowdaMadhuri Gowda
@Jakub

As you Mentioned i have put the Formula Field for Start Date As Return Type as Date, it is  Throwing Error saying "Error: Field Months__c is a picklist field. Picklist fields are only supported in certain functions"
Jakub Kołodziej 7Jakub Kołodziej 7
First day:
DATE(
YEAR(TODAY()),
CASE(TEXT(Months__c), 
"January", 1, 
"February", 2,
"March", 3,
"April", 4,
"May", 5,
"June",6,
"July", 7,
"August",8, 
"September", 9,
"October", 10,
"November", 11,
"December", 12,
0),
1
)
Create similiar for last day of month
Nirupama SharmaNirupama Sharma
@Jakub

its working fine for Fiirst Day and Last Day, Now when i give None for Months it shows blank Value, i need to Assign  N/A for Both Start date and End Date when None is Selected, how do i do that

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hemrustan wimlesthemrustan wimlest
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Jakub Kołodziej 7Jakub Kołodziej 7
IF(ISNULL(Months__c),N/A, rest of the code)
But if u want letters N/A your formula should be text and you have to convert date to text 
john nic 1john nic 1

To calculate end date based on given start date and number of years, please apply this formula: Enter this formula: =DATE(YEAR(A2)+B2,MONTH(A2),DAY(A2)) into cell C2, and drag the fill handle down the cells that you want to apply this formula, and all end dates have been calculated.
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Manju053Manju053
@Jakub

@Steve

i am also having the same issue like Adhithi is having, But i have Modified my Formula, its Showing Correctly for Months, Now i want to add Years also clalled Quota Year(Picklist) field which is from 2020 - 2030, so when i give Quota Year and Month, the Quota Start date and Quota End Date should show based on the Quota Year and Month, 
 
Quota Start Date

DATE(
YEAR(TODAY()),
CASE(TEXT(Month__c), 
"January", 1, 
"February", 2,
"March", 3,
"April", 4,
"May", 5,
"June",6,
"July", 7,
"August",8, 
"September", 9,
"October", 10,
"November", 11,
"December", 12,
0),
1
)
 
Quota End Date

DATE(
YEAR(TODAY()),
CASE(TEXT(Month__c), 
"January", 1, 
"February", 2,
"March", 3,
"April", 4,
"May", 5,
"June",6,
"July", 7,
"August",8, 
"September", 9,
"October", 10,
"November", 11,
"December", 12,
0),
1
)

Now i Want to Include Quater Year Picklist where it should show based on the Year Also
Jakub Kołodziej 7Jakub Kołodziej 7
Last day of month formual shuld be:
 
DATE(
YEAR(TODAY()),
CASE(TEXT(Month__c),
"January", 2,
"February", 3,
"March", 4,
"April", 5,
"May", 6,
"June",7,
"July", 8,
"August",9,
"September", 10,
"October", 11,
"November", 12,
"December", 1,
0),
1
)-1

If you want to set year dynamically from picklist just change line Year(TODAY()), to YEAR(Custom_field__c),
 
Manju053Manju053
@Jakub\

Yes i  tried that, its throwing an error

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Jakub Kołodziej 7Jakub Kołodziej 7
Try YEAR(VALUE(Quarter_Year__c) )or YEAR(VALUE(TEXT(Quarter_Year__c)))
rohit Singlarohit Singla
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Jasmin LannisterJasmin Lannister
Pleased to see your issue as I think I have the same problem.
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