Quarter based on the fiscal year

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Kelly.T
Kelly.T ✭✭✭
edited 06/21/23 in Formulas and Functions

Hello,

Trying to figure out the best way to report out quarters from the fiscal year. For example, Nov, Dec, Jan would be Q1 and the other subsequent quarter.

I might miss out on something in my formula below.

Thank you!

Best Answer

  • Carson Penticuff
    Carson Penticuff ✭✭✭✭✭✭
    Answer ✓
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    This will give you the quarter. Instead of the IFERROR, this just checks to make sure there is data in the [Departure Date] cell. Maybe someone else will come along and show a better way to do that part.

    =IF([Departure Date]@row <> "", "Q" + IF(MONTH([Departure Date]@row) = 1, "1", IF(MONTH([Departure Date]@row) <= 4, "2", IF(MONTH([Departure Date]@row) <= 7, "3", IF(MONTH([Departure Date]@row) <= 10, "4", "1")))))

Answers

  • Carson Penticuff
    Carson Penticuff ✭✭✭✭✭✭
    Answer ✓
    Options

    This will give you the quarter. Instead of the IFERROR, this just checks to make sure there is data in the [Departure Date] cell. Maybe someone else will come along and show a better way to do that part.

    =IF([Departure Date]@row <> "", "Q" + IF(MONTH([Departure Date]@row) = 1, "1", IF(MONTH([Departure Date]@row) <= 4, "2", IF(MONTH([Departure Date]@row) <= 7, "3", IF(MONTH([Departure Date]@row) <= 10, "4", "1")))))

  • Kelly.T
    Kelly.T ✭✭✭
    Options

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