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‎Sep 30, 2023 09:57 AM
As I've searched the Community, big shout out to folks who have shared formulas which convert dates to quarters and fiscal years. I'm currently using the formula below, and I'm trying to find a way to blank out cells which have no date. Any suggestions/help much appreciated!
IF(AND(MONTH({Invoice Date}) >= 1, MONTH({Invoice Date}) <= 3),"Q1",
IF(AND(MONTH({Invoice Date}) >= 4, MONTH({Invoice Date}) <= 6),"Q2",
IF(AND(MONTH({Invoice Date}) >= 7, MONTH({Invoice Date}) <= 9),"Q3",
IF(AND(MONTH({Invoice Date}) >= 10, MONTH({Invoice Date}) <= 12),"Q4"))))
& " FY '" & RIGHT(YEAR({Invoice Date}) & "", 2)
2 Replies 2
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‎Sep 30, 2023 03:53 PM
There are a lot of possible formulas. Here is one option.
IF(
{Invoice Date},
CONCATENATE(
"Q" & DATETIME_FORMAT({Invoice Date}, "Q"),
" FY" & DATETIME_FORMAT({Invoice Date}, "YY")
)
)
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‎Oct 01, 2023 11:53 AM
can be also replaced by IF({Invoice Date}, "Q" & (1+INT(MONTH({Invoice Date})/4)) )
@AutumnalDescent wrote:
IF(AND(MONTH({Invoice Date}) >= 1, MONTH({Invoice Date}) <= 3),"Q1",IF(AND(MONTH({Invoice Date}) >= 4, MONTH({Invoice Date}) <= 6),"Q2",IF(AND(MONTH({Invoice Date}) >= 7, MONTH({Invoice Date}) <= 9),"Q3",IF(AND(MONTH({Invoice Date}) >= 10, MONTH({Invoice Date}) <= 12),"Q4"))))
Using native quarter formatting, from answer by @kuovonne , is the best choice.
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