Fiscal Year and Quarter Designation

danno7263

Hi Folks,

Not the best with formulas and struggling with trying to generate a fiscal year Quarter and Year (for example Q1-2023) based off a date column. Fiscal year starts on July 1st. Appreciate any help in advance.

Paul Newcome

Try something like this:

="Q" + IF(MONTH([Date Column]@row)<= 3, "3", IF(MONTH([Date Column]@row)<= 6, "4", IF(MONTH([Date Column]@row)<= 9, "1", "2"))) + "-" + (YEAR([Date Column]@row) + IF(MONTH([Date Column]@row)>= 7, 1, 0))

Paul Newcome

Try something like this:

="Q" + IF(MONTH([Date Column]@row)<= 3, "3", IF(MONTH([Date Column]@row)<= 6, "4", IF(MONTH([Date Column]@row)<= 9, "1", "2"))) + "-" + (YEAR([Date Column]@row) + IF(MONTH([Date Column]@row)>= 7, 1, 0))

danno7263

Thank you so much!

Paul Newcome

Happy to help. 👍️

Bobby Digital

@Paul Newcome what would this formula be if you just wanted it to say for example FY-2023

Paul Newcome

@Bobby Digital It would look more like this:

="FY" + "-" + (YEAR([Date Column]@row) + IF(MONTH([Date Column]@row)>= 7, 1, 0))