One possible formula for "quarter" might be the following assuming A1 has
the number 1-12.
=INT((A1-1)/3)+1 & " Q"

I would recommend a Pivot table, and insert the names and quarter field into
the Row area of the pivot table.
Another option would be to not insert a "quarter" field, and just construct
your pivot table with Name and month number.
Then "Group" your month numbers in groups of 3 (1-3, 4-6...etc)

HTH
--
Dana DeLouis
Win XP & Office 2003


"Jeannette" wrote in message
...
How can I do the following formula: I want to pull out
the person's initial(column CM)then give me the quarter
months 1,2,3=1Q; 4,5,6=2Q; 7,8,9=3Q; 10,11,12=4Q (column
V) for that person then give me the sum of column AJ.
I'm trying to breakdown a figure (column AJ) by quarters.

Any assistance would be greatly appreciated!!

Column AJ: Column V: Column CM:
$6,200,395.00 3 RD
$456,994.00 7 KT
$9,763,383.00 1 LR
$8,451,888.00 4 RD
$8,789,548.00 5 KT