FY Q1-Q2-Q3-Q4

Marielitos

Hello there, looking for some feedback.

I currently have this formula to identify FYQ. My FY goes from October-Sept.

=IF(ISDATE([Referral Date]@row ) = false, "", IF(AND(YEAR([Referral Date]@row ) >= 2024, YEAR([Referral Date]@row ) <= 2025), IF(OR(MONTH([Referral Date]@row ) = 11, MONTH([Referral Date]@row ) = 12, MONTH([Referral Date]@row ) = 10), "Q1", IF(OR(MONTH([Referral Date]@row ) = 1, MONTH([Referral Date]@row ) = 2, MONTH([Referral Date]@row ) = 3), "Q2", IF(OR(MONTH([Referral Date]@row ) = 4, MONTH([Referral Date]@row ) = 5, MONTH([Referral Date]@row ) = 6), "Q3", IF(OR(MONTH([Referral Date]@row ) = 7, MONTH([Referral Date]@row ) = 8, MONTH([Referral Date]@row ) = 9), "Q4", "")))), ""))

However this formula is still picking up anything from 10/01/2025 as Q1 instead of leaving blank and registering it as FYQ1 for 2026 this is is link to this cell

Andrée Starå

https://community.smartsheet.com/discussion/143204/fy-q1-q2-q3-q4

Hi,

I hope you're well and safe!

Try something like this. (You can modify it if you don't want the same structure)

=IF(ISDATE([Referral Date]@row ), "FY" + IF(MONTH([Referral Date]@row ) < 10, RIGHT(YEAR([Referral Date]@row ), 2), RIGHT(YEAR([Referral Date]@row ) + 1, 2)) + "-Q" + IF(OR(MONTH([Referral Date]@row ) = 12, MONTH([Referral Date]@row ) >= 10), 1, IF(MONTH([Referral Date]@row ) >= 7, 4, IF(MONTH([Referral Date]@row ) >= 4, 3, 2))))

Did that work/help?

I hope that helps!

Be safe, and have a fantastic day!

Best,

Andrée Starå | Smartsheet Expert Consultant & Partner / CEO @ WORK BOLD

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