Due Date by Quarter

TPALJA
TPALJA ✭✭✭
edited 04/02/25 in Formulas and Functions

I need a formula that populates the due date based on the date that its approved. I want the date to be at the end of each quarter

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Best Answer

  • prime_nathaniel
    prime_nathaniel ✭✭✭✭✭
    edited 04/02/25 Answer ✓
    Screenshot 2025-04-02 at 4.44.52 PM.png

    @TPALJA

    Note that I changed my column name to dateApproved so you will need to rename it in the formula.

    =IF(MONTH(dateApproved@row) < 4, DATE(YEAR(dateApproved@row), 3, 31), IF(MONTH(dateApproved@row) < 7, DATE(YEAR(dateApproved@row), 6, 30), IF(IF(MONTH(dateApproved@row) < 10, DATE(YEAR(dateApproved@row), 9, 30), DATE(YEAR(dateApproved@row), 12, 31)))))

    Solution explained:
    You want to define your use cases for logic as Q1, Q2, Q3, Q4, do this this you can infer quarter based on month.

    So month(date) 1-3 will be Q1, 4-6 is Q2, etc, etc

    The only thing left after that is to replace Q1-4 with the last day of each of those months and set for a dynamic year value based on the deadline.

    date(y,m,d)
    date(year(dateApproved@row),1,31) = Jan 31st of the year in your date approved column. Repeat for Q2 to Q4.

    Principal Consultant | System Integrations

    Prime Consulting Group

    Email: info@primeconsulting.com

    Follow us on LinkedIn!

Answers

  • prime_nathaniel
    prime_nathaniel ✭✭✭✭✭
    edited 04/02/25 Answer ✓
    Screenshot 2025-04-02 at 4.44.52 PM.png

    @TPALJA

    Note that I changed my column name to dateApproved so you will need to rename it in the formula.

    =IF(MONTH(dateApproved@row) < 4, DATE(YEAR(dateApproved@row), 3, 31), IF(MONTH(dateApproved@row) < 7, DATE(YEAR(dateApproved@row), 6, 30), IF(IF(MONTH(dateApproved@row) < 10, DATE(YEAR(dateApproved@row), 9, 30), DATE(YEAR(dateApproved@row), 12, 31)))))

    Solution explained:
    You want to define your use cases for logic as Q1, Q2, Q3, Q4, do this this you can infer quarter based on month.

    So month(date) 1-3 will be Q1, 4-6 is Q2, etc, etc

    The only thing left after that is to replace Q1-4 with the last day of each of those months and set for a dynamic year value based on the deadline.

    date(y,m,d)
    date(year(dateApproved@row),1,31) = Jan 31st of the year in your date approved column. Repeat for Q2 to Q4.

    Principal Consultant | System Integrations

    Prime Consulting Group

    Email: info@primeconsulting.com

    Follow us on LinkedIn!

  • TPALJA
    TPALJA ✭✭✭

    @prime_nathaniel thank you for providing it worked perfectly

  • prime_nathaniel
    prime_nathaniel ✭✭✭✭✭

    @TPALJA you are very welcome

    Principal Consultant | System Integrations

    Prime Consulting Group

    Email: info@primeconsulting.com

    Follow us on LinkedIn!

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