Formula based on Quarter

jfeagle

New Member
Joined
Oct 16, 2019
Messages
7
Hi there,

I've racked my brain, and exhausted google searches so hoping someone can help me. I have a bunch of data in a spreadsheet that I do not want to manually update when the quarter turns over. So I'm wondering if there is a way to do a conditional formula (and I know there has to be) where it can look at the current date and adjust the formula based off it.

So basically what I have is 25 locations who have sent me in quarterly targets for a number of metrics, so now that we're in the second quarter of the year I need the formula to update so it adds the first and second quarter numbers and tell me how they are doing compared to actual. It will then need to update to the 3rd and 4th quarters once we reach those dates as well.

I'd appreciate any help on how to achieve this without it being a manual process.

Thanks so much,
JF
 

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,)
Assuming your year starting in January, this is a basic formula for determining which quarter you are in:
=-INT(-MONTH(TODAY())/3)

However, for us to try and adjust your formula you might want to post your formula.
 
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