I use this formula to show the fiscal year and quarter:

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

So if the fiscal year starts on Oct 1st, then I'd use:
="FY"&YEAR(A1)-(MONTH(A1)<10)&"-Q"&INT(1+MOD(MONTH(A1)-10,12)/3)

It results in an expression like:
FY2009-Q1

It makes sorting easier.


Kurt wrote:

If I have a financial year August01-July31, is there a worksheet function(s)
which I can use to convert date such as 22/08/09 to read 'Qtr1, 2009' or
23/03/10 to read 'Qtr 3, 2009' etc. Any advice?

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Dave Peterson