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I have a need to calculate a rolling anniversary date using a number field called Renewal_Term.

 

Example Scenario:

 

Contract Date 1/12/2010 (Date field)

 

Inital Term (in Months): 12 (Number field)

 

Anniversary Date: 1/12/2011 (Date field)

 

Renwal Term (in Months): 12 (Number field)

 

Next Anniversary Date: 1/12/2013  (Formula field below)

 

Current Formula:

 

IF(TODAY() > Anniversary_Date__c, 

 

(DATE( 

 

YEAR ( Anniversary_Date__c ) + (FLOOR((TODAY() - Anniversary_Date__c) / 365.2425) + (Renewal_Term__c / 12)), 

 

MONTH(Anniversary_Date__c), 

 

DAY(Anniversary_Date__c))), 

 

(DATE( 

 

YEAR ( Anniversary_Date__c ) + (Renewal_Term__c / 12), 

 

MONTH(Anniversary_Date__c), 

 

DAY(Anniversary_Date__c))))

 

This formula works perfectly for any term that is greater than 12 months, but obviously does not for any term less than 12 months.  I would like to use the same concept, but be able to use any number of months to do the same thing.

 

Any suggestions?
2 answers
  1. May 25, 2021, 9:52 AM
    Hi Jeff,

     

    Is this sorted ou? If yes, please take a moment to mark the most helpful post as "Best Answer" to close off the string and help others in the community with similar questions.

     

    #.followup
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