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Dave Peterson Dave Peterson is offline
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Default How do I convert a specific date to a fiscal quarter ?

January-March is qtr 1
April-June is qtr 2
July-September is qtr 3
October-December is qtr 4

="FY"&YEAR(A1)&"-Q"&INT(1+MOD(MONTH(A1)-1,12)/3)

I like this formula in general--if the fiscal year starts on the first of month
number #:
="FY"&YEAR(A1)-(MONTH(A1)<#)&"-Q"&INT(1+MOD(MONTH(A1)-#,12)/3)

So if the fiscal year starts on July 1st, then I'd use:
="FY"&YEAR(A1)-(MONTH(A1)<7)&"-Q"&INT(1+MOD(MONTH(A1)-7,12)/3)



kza40381 wrote:

Hi Dave...i apologize if this is a novice question, but can you provide a
formula which shows qtrs as Jan-March, Apr-June-July-Sept, October-December?
Thank you so much!

"Dave Peterson" wrote:

Thanks for the correction.

JE McGimpsey wrote:

In article ,
Dave Peterson wrote:

July 1, 2007 is quarter 1 of 2007???

Actually, the OP implied that July 1, 2007 would be quarter 1 of FY2008.

July 1 is a very common start date for fiscal years.


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Dave Peterson


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Dave Peterson