Fiscal year quarter formula error

jayb8020

New Member
Joined
Sep 14, 2015
Messages
1

Formula for our Our fiscal first quarter 2015 (ending <chron style="color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 12px; line-height: 18px;">April 30, 2014</chron>) and fiscal year 2015 (ending <chron style="color: rgb(0, 0, 0); font-family: Arial, Helvetica, sans-serif; font-size: 12px; line-height: 18px;">January 31, 2015</chron>):

Feb 2015 is First month of FY2016 that is Q1-16 and Jan 2016 is last month of FY2016 that is Q4-16



=CONCATENATE("Q",ROUNDUP(MONTH(DATE(YEAR(A1),MONTH(A1)-1,DAY(A1)))/3,0))&YEAR(A1)+1

With above formula ,I am not able to get the correct output for January month, Help Please.
 

Excel Facts

How to total the visible cells?
From the first blank cell below a filtered data set, press Alt+=. Instead of SUM, you will get SUBTOTAL(9,)
Welcome to the forum.

Try

="Q"&LOOKUP(MONTH(A1),{1,4;2,1;5,2;8,3;11,4})&YEAR(A1)+LOOKUP(MONTH(A1),{1,-1;2,0})
 
Upvote 0
Or this :

="Q"&INT(MOD((MONTH(A1)-5)/3+1,4))+1&"-"&YEAR(A1)-(MONTH(A1)=1)+1
 
Upvote 0
or make a table with the months and the responding quartal.

after that use vlookup to find the quartal.
 
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