Calculating the Quarter Number for Calendar and Fiscal Year

My Account

Check out

Shopping Cart

JOIN OUR NEWSLETTER
and receive for joining:
	Free eBook Learn More!
	Free Excel ADD-IN
	Free Weekly Excel Tip








F1 eBook (Spanish)

» Calculating the Quarter Number for Calendar and Fiscal Year

CATEGORY: Excel Date & Time Formulas

VERSIONS: All Microsoft Excel Versions

Problem:

Calculating the quarter number corresponding with each of the dates listed in column A.

Solution:

To calculate the quarter number based on a calendar year, use the INT and MONTH functions in the following formula:
=INT((MONTH(A2)-1)/3)+1
To calculate the quarter number based on a fiscal year (starting in September), use the MOD, CEILING, and MONTH functions as shown in the following formula:
=MOD(CEILING(22+MONTH(A2)-9-1,3)/3,4)+1

Rate this tip



1	2	3	4	5

RATING: 4.00
VIEWS: 13273

Email Tip

Print Tip

Add to My Tips

READER COMMENTS (view all comments)

Very useful, very hard to find
saltlakejohn wrote on April 02, 2007 05:03 EST

... at least for me. I had much trouble finding quarter in a FY function elsewhere on the internet. I converted Joseph Rubin's formula above to PHP and use it to break my Wordpress entries into something resembling a quarterly magazine.

In PHP:
[CODE]$currQuarter = ceil(( date('n') + ( 21 - ( 9 -1 ))) /3 ) %4 +1 ;[/CODE]
where date('n') is the month number of today. The %4 returns the same as MOD() in Excel. Still assiming 9 (September) is the starting month of our FY.

Thank you, and credit given to ExcelTip.com at [URL="http://neches.net/about/2/"]http://neches.net/about/2/[/URL]

John Sinclair

Wall Street Journal Guide to Understanding Money and Investing

Financial Risk Manager Handbook, Second Edition

Windows XP Pocket Reference

Marketing Management

422 Tax Deductions for Businesses and Self-Employed Individuals : You Get a Raise Every Time You Find a Legitimate Tax Deduction

Marketing Planning for Services

RELATED MICROSOFT EXCEL TIPS

• Excel VBA books
• Accounting books
• Business Plans
• MS Office books
• Taxes books

VIEW ALL BOOKS

	Advertise With Us
Tips	Add-In in VBA \| Applications - Word, Outlook in VBA \| Array Formulas \| Cells, Ranges, Rows, and Columns in VBA \| Counting \| Custom Functions \| Custom Functions in VBA \| Database Formulas \| Database in VBA \| Date & Time Formulas \| Date & Time in VBA \| Events in VBA \| Excel 2003 \| Excel Chart \| Excel Consolidating \| Excel Counting \| Excel Custom Functions using VBA \| Excel Customizing \| Excel Data \| Excel Dates \| Excel Editing \| Excel Files \| Excel Filter \| Excel Format \| Excel Formula \| Excel General \| Excel Grouping and Outlining \| Excel Importing Text Files \| Excel Information \| Excel Keyboard Shortcuts \| Excel Loan Formulas \| Excel Macros - VBA \| Excel Pivot Tables \| Excel Printing \| Excel Range Name \| Excel Security - Protection \| Excel Sorting \| Excel Style \| Excel Subtotals \| Excel Summing \| Excel Text \| Excel Time \| Excel Tools \| Excel Worksheet, Workbook \| Files, Workbook, and Worksheets in VBA \| Financial Formulas \| Formating in VBA \| General Topics in VBA \| Import and Export in VBA \| Information Formulas \| Keyboard & Other Shortcuts in VBA \| Keyboard Formula Shortcuts \| Links between Worksheet and Workbooks \| Links in VBA \| Logical Formulas \| Lookup Formulas \| Mail - Send and Receive in VBA \| Menus, Toolbars, Status bar in VBA \| Modules, Class Modules in VBA \| Other Q&A Formulas \| Printing in VBA \| Protecting in VBA \| Summing \| Text Formulas \| User Forms, Input boxes in VBA \| Using Loops \| Working with Formulas \|
Tips by Version	Microsoft Excel 97 \| Microsoft Excel 2000 \| Microsoft Excel 2002 \| All Microsoft Excel Versions \| New in Excel 2002 \| New in Excel 2003 - Office 11
Website	Home \| Tip of Hour \| Recommended Tips \| Most Viewed Tips \| Tips by Version \| Submit a Tip \| My Tips Microsoft Excel Tutorials \| Excel Links \| Write for Us \| About Us \| Search Results \| Tip Archives \| Excel Forum \| Excel Forum Archives
Excel Book	Excel 97 Book \| Excel 2000 Book \| Excel 2002 Book \| Excel XP Book \| Book Store

Terms and Conditions of use The applications/code on this site are distributed as is and without warranties or liability. In no event shall the owner of the copyrights, or the authors of the applications/code be liable for any loss of profit, any problems or any damage resulting from the use or evaluation of the applications/code.
Copyright © 2003 ExcelTip.com Microsoft, Microsoft Excel is a U.S. registered trademark of Microsoft Corporation Site Developed By: Varien