What is the formula to show what quarter we are in a fiscal year

What would the formula be to show what quarter we are in a fiscal year from today's date? For example 23rd August would be Q2 or 2

Answers

  • =Chris Palmer
    =Chris Palmer ✭✭✭✭✭
    edited 08/23/24

    Try this and let me know if it works for you.

    Replace [Date]@row with the cell of the date you're referencing.

    =(IF(MONTH([Date]@row) <= 3, "Q1", IF(MONTH([Date]@row) <= 6, "Q2", IF(MONTH([Date]@row) <= 9, "Q3", IF(MONTH([Date]@row) <= 12, "Q4")))))

  • =(IF(MONTH([Primary Column]20:[Primary Column]31) <= 3, "Q4", IF(MONTH([Primary Column]20:[Primary Column]31) <= 6, "Q1", IF(MONTH([Primary Column]20:[Primary Column]31) <= 9, "Q2", IF(MONTH([Primary Column]20:[Primary Column]31), <=12, "Q3")))))

    This is what I used and I got #invalid data type.

    The primary columns are numbered 1-12 to represent each month

  • =Chris Palmer
    =Chris Palmer ✭✭✭✭✭
    edited 08/23/24

    It appears you're using your Primary Column as a Date.
    I believe the column properties of the Primary Column can only be text.

    Try creating new column, set the properties to date. Test the formula again to the new column.

    Also make sure it's [Test Column]@row not

    [Primary Column]20:[Primary Column]31 which is a range, it needs to point to the exact cell.


  • That worked, however how do I get to self populate in one cell throughout the year?

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