Need to update dates to Q1_2025, Q2_2025, Q3_2025, Q4_2025

cswicegood

I need to update a value in a new column.

How would I look at a date column that shows dates between 01/01/2025 to 03/31/2025 and place the value of Q1_2025 into another cell?

Melissa Yamada

Hello @cswicegood

Try this:

=IF(AND(Month([Date Column]@row)>=1,Month([Date Column]@row)<=3),"Q1_2025", IF(AND(Month([Date Column]@row)>=4,Month([Date Column]@row)<=6),"Q2_2025",IF(AND(Month([Date Column]@row)>=7,Month([Date Column]@row)<=9),"Q3_2025",IF(AND(Month([Date Column]@row)>=10,Month([Date Column]@row)<=12),"Q4_2025"))))

Make sure to update the correct column reference [Date Column].

Nick Korna

Hi @cswicegood,

You'd use a nested IF & AND formula, along these lines:

=IF(AND(Date@row >= DATE(2025, 1, 1), Date@row <= DATE(2025, 3, 31)), "Q1_2025", IF(AND(Date@row >= DATE(2025, 4, 1), Date@row <= DATE(2025, 6, 30)), "Q2_2025", IF(AND(Date@row >= DATE(2025, 7, 1), Date@row <= DATE(2025, 9, 30)), "Q3_2025", IF(AND(Date@row >= DATE(2025, 10, 1), Date@row <= DATE(2025, 12, 31)), "Q4_2025"))))

Example output:

Hope this helps, but if you've any problems/questions then just ask!

cswicegood

Thanks I will give this a try

Melissa Yamada

Hello @cswicegood

Try this:

=IF(AND(Month([Date Column]@row)>=1,Month([Date Column]@row)<=3),"Q1_2025", IF(AND(Month([Date Column]@row)>=4,Month([Date Column]@row)<=6),"Q2_2025",IF(AND(Month([Date Column]@row)>=7,Month([Date Column]@row)<=9),"Q3_2025",IF(AND(Month([Date Column]@row)>=10,Month([Date Column]@row)<=12),"Q4_2025"))))

Make sure to update the correct column reference [Date Column].

Nick Korna

Hi @cswicegood,

You'd use a nested IF & AND formula, along these lines:

=IF(AND(Date@row >= DATE(2025, 1, 1), Date@row <= DATE(2025, 3, 31)), "Q1_2025", IF(AND(Date@row >= DATE(2025, 4, 1), Date@row <= DATE(2025, 6, 30)), "Q2_2025", IF(AND(Date@row >= DATE(2025, 7, 1), Date@row <= DATE(2025, 9, 30)), "Q3_2025", IF(AND(Date@row >= DATE(2025, 10, 1), Date@row <= DATE(2025, 12, 31)), "Q4_2025"))))

Example output:

Hope this helps, but if you've any problems/questions then just ask!

cswicegood

Thanks I will give this a try

cswicegood

Hi,

Q1_2025 works perfectly, When I add on I receive an error

=IF(AND([BNP PARIBAS Paid Date (Workflow Trigger)]@row >= DATE(2025, 1, 1), [BNP PARIBAS Paid Date (Workflow Trigger)]@row <= DATE(2025, 3, 31)), "Q1_2025"),IF(AND([BNP PARIBAS Paid Date (Workflow Trigger)]@row>=DATE(2025,4,1),[BNP PARIBAS Paid Date (Workflow Trigger)]@row<=DATE(2025,6,30)),"Q2_2025",IF(AND([BNP PARIBAS Paid Date (Workflow Trigger)]@row>=DATE(2025,7,1),[BNP PARIBAS Paid Date (Workflow Trigger)]@row<=DATE(2025,9,30)),"Q3_2025",IF(AND([BNP PARIBAS Paid Date (Workflow Trigger)]@row>=DATE(2025,10,1)),([BNP PARIBAS Paid Date (Workflow Trigger)]@row,DATE(2025,12,31),"Q4_2025"))))

Nick Korna

2 things:

Remove the bracket after "Q1_2025 - this is closing the IF statement before you've said if false.

You've missed the less than/equal to in the Q4_2025 part.

cswicegood

@NICK Korna, @

=IF(AND([BNP PARIBAS Paid Date (Workflow Trigger)]@row >= DATE(2025, 1, 1), [BNP PARIBAS Paid Date (Workflow Trigger)]@row <= DATE(2025, 3, 31)), "Q1_2025"),

IF(AND([BNP PARIBAS Paid Date (Workflow Trigger)]@row>=DATE(2025,4,1),[BNP PARIBAS Paid Date (Workflow Trigger)]@row<=DATE(2025,6,30)),"Q2_2025",

IF(AND([BNP PARIBAS Paid Date (Workflow Trigger)]@row>=DATE(2025,7,1),[BNP PARIBAS Paid Date (Workflow Trigger)]@row<=DATE(2025,9,30)),"Q3_2025",

IF(AND([BNP PARIBAS Paid Date (Workflow Trigger)]@row>=DATE(2025,10,1)),([BNP PARIBAS Paid Date (Workflow Trigger)]@row,DATE(2025,12,31),"Q4_2025"))))

cswicegood

Got it, main issue ()

=IF(AND([BNP PARIBAS Paid Date        (Workflow Trigger)]@row >= DATE(2025, 1, 1), [BNP PARIBAS Paid Date        (Workflow Trigger)]@row <= DATE(2025, 3, 31)), “Q1_2025”, IF(AND([BNP PARIBAS Paid Date        (Workflow Trigger)]@row >= DATE(2025, 4, 1), [BNP PARIBAS Paid Date        (Workflow Trigger)]@row <= DATE(2025, 6, 31)), “Q2_2025", IF(AND([BNP PARIBAS Paid Date        (Workflow Trigger)]@row >= DATE(2025, 7, 1), [BNP PARIBAS Paid Date        (Workflow Trigger)]@row <= DATE(2025, 9, 30)), “Q3_2025”, IF(AND([BNP PARIBAS Paid Date        (Workflow Trigger)]@row >= DATE(2025, 10, 1), [BNP PARIBAS Paid Date        (Workflow Trigger)]@row <= DATE(2025, 12, 31)), “Q4_2025"))))

Thanks so much for the support.