Need help with a formula for the following Quarter.

Forum|Forum|1 year ago
January 5, 2025
2 replies
54 views

+6

TRBS
Known Participant

If my event is September 2, 2025 (aka "program start date"), it would be in Quarter 3, 2025. But I need to list that commission would be paid the following quarter (aka "quarter earned", so Q4, 2025. Fiscal year runs Jan - Dec like the calendar.

I currently have the formula (see below), but its marking everything in FY 2024. instead of in the appropriate next quarter. I know I am missing a small tweak, but cannot figure it out!

'Q' &

IF(

ROUNDUP(MONTH({Program Start Date})/3, 0) = 5,

1,

ROUNDUP(MONTH({Program Start Date})/3, 0)

) &

" - FY" &

IF(

ROUNDUP(MONTH({Program Start Date})/3, 0) = 5,

25,

24)

This topic has been closed for replies.

+32

TheTimeSavingCo
Genius
Forum|Forum|1 year ago
January 5, 2025

EDITED: Ha just use @Alexey_Gusev's formula in the next post instead, it's much cleaner!

Does this look right?

'Q' & 
DATETIME_FORMAT(
  DATEADD(
    {Program Start Date},
    1,
    'quarter'
  ),
  'Q'
) &
" - FY" &
DATETIME_FORMAT(
  DATEADD(
    {Program Start Date},
    1,
    'quarter'
  ),
  'YY'
)

Adam, Airtable Consultant - https://thetimesaving.company