Can you help me find a formula that returns 1st date of next quarter? For example, 07/17/2018 should return 10/01/2018. Likewise 08/17/2018 should also return 10/01/2018.
You can use the =Date(year, month, day) formula. The day and the year are both fairly easy, the trick is getting the month right. I've got two solutions.
Nested if statement:
There are 4 quarters in a year, so you'd need at least 3 'if' statements. It would look something like this (where A1 is the date your referencing)
=Date(year(A1), if(month(A1)<4, 4, if(month(A1)< 7, 7, if(month(A1)<10, 10, 1))), 1)
It won't change the year. As for the month, if your original date is Jan-Mar, then it will set the month to April. Otherwise if your original date is Apr-Jun, then it will set the month to July. Otherwise if your original date is Jul-Sep, then it will set the month to October. Otherwise it will set it to January. The day will always be set to 1.
Nested if statements are messy, and it's very easy to lose track of all the brackets. However you should just be able to copy/paste that formula into your sheet, and just update the cell references.
The second solution is using a vlookup. It looks nicer, but requires you to use another sheet. Would look something like this
=Date(year(A1), vlookup(A1, table_array, 2, false), 1)
Where the table_array is on another sheet and is just a list of the months (1 - 12) with the corresponding 'quarterly months' in the second column.
Hope that answers your query.
EDIT: I realised I didn't handle the year correctly. If the month is Oct-Dec we will be moving into the new year so will want the year to increase by 1. The revised formula is:
=Date(if(month(A1)>=10, year(A1)+1, year(A1)), if(month(A1)<4, 4, if(month(A1)< 7, 7, if(month(A1)<10, 10, 1))), 1)
The second solution is using a vlookup. It looks nicer, but requires you to use another sheet.
Not necessarily. You could use two helper columns for the table and just hide them once you have your formula built.
Looking to connect a dynamic view of HR dataset to a Power BI dashboard pulling information from multiple other sources. Appreciate any guidance, thanks
Hello! I copied a form I had made for a similar event I am working on now. I made minor adjustments to the form to match the needs of the event. I distributed the form for people to complete, so the form is active, but the data is not populating onto my Smartsheet. Please advise. I would prefer not to have people redo the…
Hello, when I modify a start date on a task I lose the predecessor links. Is there a method to modify task start dates without losing the links? THANKS.
Help shape the future of Smartsheet.
Share your ideas and feature requests.
©2023. All Rights Reserved Smartsheet Inc.