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-   -   Calculating quarters of a year. (https://www.excelbanter.com/excel-worksheet-functions/201645-calculating-quarters-year.html)

dalymjl

Calculating quarters of a year.
 
I have a spreadsheet in which I keep track of expenditure. I need to be able to provide end of quarter balances. However there is a complication.
In any year the first quarter includes a few weeks in December and the final quarter ends at the end of the first week in December the following year. Example, in 2008, Quarter 1 began on Dec 12 2007 and ended Mar 31 2008. The second and third quarters are as normal Apr 1 to Jun 30 and Jul 1 to Sep 30. Quarter 4 is from Oct 1 to Dec 7. (The reason for this is so that our Accounts Section can have all invoices paid by year end on Dec 31)

Therefore, when I enter a date in Column A, I'd like Q1, Q2, Q3 or Q4 (based on the requirement set out above) to appear beside it in Column B.

If it helps, I could insert 2 cells where I could input the start date (Dec 12 2007) and end date (Dec 7 2008). Then it would only be a matter of changing these dates annually.

Any help welcome.

MJD

Héctor Miguel

Calculating quarters of a year.
 
hi, !

assuming you won't put a date in column A *out* of your annual date-range -?-
you might want to give a try to the following formula (i.e.)

[B2] ="Q"&match(a2,--{"2007-12-12";"2008-04-01";"2008-07-01";"2008-10-01"})

hth,
hector.

__ OP __
I have a spreadsheet in which I keep track of expenditure.
I need tobe able to provide end of quarter balances. However there is a complication.
In any year the first quarter includes a few weeks in December and the final quarter ends at the end of the first week in December
the following year. Example, in 2008, Quarter 1 began on Dec 12 2007 and ended Mar 31 2008.
The second and third quarters are as normal Apr 1 to Jun 30 and Jul 1 to Sep 30.
Quarter 4 is from Oct 1 to Dec 7.
(The reason for this is so that our Accounts Section can have all invoices paid by year end on Dec 31)
Therefore, when I enter a date in Column A, I'd like Q1, Q2, Q3 or Q4
(based on the requirement set out above) to appear beside it in Column B.
If it helps, I could insert 2 cells where I could input the start date (Dec 12 2007) and end date (Dec 7 2008).
Then it would only be a matter of changing these dates annually...




Peo Sjoblom

Calculating quarters of a year.
 
Try this

="Q"&IF(AND(A1=DATE(YEAR(A1),12,7),A1<=DATE(YEAR( A1),12,31)),1,INT((MONTH(A1)+2)/3))



--


Regards,


Peo Sjoblom



"dalymjl" wrote in message
...

I have a spreadsheet in which I keep track of expenditure. I need to
be able to provide end of quarter balances. However there is a
complication.
In any year the first quarter includes a few weeks in December and the
final quarter ends at the end of the first week in December the
following year. Example, in 2008, Quarter 1 began on Dec 12 2007 and
ended Mar 31 2008. The second and third quarters are as normal Apr 1
to Jun 30 and Jul 1 to Sep 30. Quarter 4 is from Oct 1 to Dec 7. (The
reason for this is so that our Accounts Section can have all invoices
paid by year end on Dec 31)

Therefore, when I enter a date in Column A, I'd like Q1, Q2, Q3 or Q4
(based on the requirement set out above) to appear beside it in Column
B.

If it helps, I could insert 2 cells where I could input the start date
(Dec 12 2007) and end date (Dec 7 2008). Then it would only be a
matter of changing these dates annually.

Any help welcome.

MJD




--
dalymjl




Héctor Miguel

Calculating quarters of a year.
 
hi (again), !

or... convert the constant array - ,--{"2007-12-12";"2008-04-01";"2008-07-01";"2008-10-01"}
(i.e.) into a fixed range with each date (say: C1:C4) and modify the formula to...

[B2] ="Q"&match(a2,$c$1:$c$4)

(still one single function *call*)

hth,
hector.

assuming you won't put a date in column A *out* of your annual date-range -?-
you might want to give a try to the following formula (i.e.)

[B2] ="Q"&match(a2,--{"2007-12-12";"2008-04-01";"2008-07-01";"2008-10-01"})

__ OP __
I have a spreadsheet in which I keep track of expenditure.
I need tobe able to provide end of quarter balances. However there is a complication.
In any year the first quarter includes a few weeks in December and the final quarter ends at the end of the first week in December
the following year. Example, in 2008, Quarter 1 began on Dec 12 2007 and ended Mar 31 2008.
The second and third quarters are as normal Apr 1 to Jun 30 and Jul 1 to Sep 30.
Quarter 4 is from Oct 1 to Dec 7.
(The reason for this is so that our Accounts Section can have all invoices paid by year end on Dec 31)
Therefore, when I enter a date in Column A, I'd like Q1, Q2, Q3 or Q4
(based on the requirement set out above) to appear beside it in Column B.
If it helps, I could insert 2 cells where I could input the start date (Dec 12 2007) and end date (Dec 7 2008).
Then it would only be a matter of changing these dates annually...




dalymjl

Many thanks for your help everyone.

Excel banter to the rescue as usual!

regards

MJD


Quote:

Originally Posted by Héctor Miguel (Post 720446)
hi (again), !

or... convert the constant array - ,--{"2007-12-12";"2008-04-01";"2008-07-01";"2008-10-01"}
(i.e.) into a fixed range with each date (say: C1:C4) and modify the formula to...

[B2] ="Q"&match(a2,$c$1:$c$4)

(still one single function *call*)

hth,
hector.

assuming you won't put a date in column A *out* of your annual date-range -?-
you might want to give a try to the following formula (i.e.)

[B2] ="Q"&match(a2,--{"2007-12-12";"2008-04-01";"2008-07-01";"2008-10-01"})

__ OP __
I have a spreadsheet in which I keep track of expenditure.
I need tobe able to provide end of quarter balances. However there is a complication.
In any year the first quarter includes a few weeks in December and the final quarter ends at the end of the first week in December
the following year. Example, in 2008, Quarter 1 began on Dec 12 2007 and ended Mar 31 2008.
The second and third quarters are as normal Apr 1 to Jun 30 and Jul 1 to Sep 30.
Quarter 4 is from Oct 1 to Dec 7.
(The reason for this is so that our Accounts Section can have all invoices paid by year end on Dec 31)
Therefore, when I enter a date in Column A, I'd like Q1, Q2, Q3 or Q4
(based on the requirement set out above) to appear beside it in Column B.
If it helps, I could insert 2 cells where I could input the start date (Dec 12 2007) and end date (Dec 7 2008).
Then it would only be a matter of changing these dates annually...



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