# Formula to return Fiscal Quarter from date?

Hello

I’m trying to use a formula column to return the fiscal quarter and year (ours starts in April) , EG: Q1-24, from a date. We will have some blanks in the date column which I’d like to return a blank in the formula column.

For example April 5th 2023 would be Q1-24 and Jan 5th 2024 would be Q4-24.

I’ve found similar answers and tried some of the suggested formulae, but unfortunately run out of intelligence when I try and adapt them to our use case.

I’d be very grateful if someone could help us with this please?

Thanks

Hey @DrOboogie,

We just to be sure we are understanding your goal correctly, to confirm, you’d like to output a fiscal year (in the format or Q1-24) based upon a specific date set in the date column - correct? Is it possible to send a screenshot of your current set up? Or alternatively, formulae you have tried to use to achieve this, so we can be sure we take the right approach?

Hi Bianca.

Thats correct Id like to return the fiscal Quarter and Year from our project completion and slippage dates EG: FY23-Q1.

Below is what I have currently and it does do that. It’s just that I’ll have to keep adding to the formula to for each new quarter.

IF({Slip Date}<>“”, IF(AND({Slip Date}>=“2024-01-01”,{Slip Date}<=“2024-03-31”),“FY24-Q4”,IF(AND({Slip Date}>“2023-03-31”,{Slip Date}<=“2023-06-30”),“FY24-Q1”,
IF(AND({Slip Date}>“2023-06-30”,{Slip Date}<=“2023-09-30”),“FY24-Q2”,IF(AND({Slip Date}>“2023-09-30”,{Slip Date}<=“2023-12-31”),“FY24-Q3”)))),“”)

I was hoping there would be a simpler formula to acheive this that I dont have to keep adding to.

@DrOboogie

Try this:
`FORMAT_DATE(EDATE(FORMAT_DATE({Due Date}), 9), "Q-YY")`

or

``````IF({Due Date},
"FY" & FORMAT_DATE(EDATE(FORMAT_DATE({Due Date}),9),"YY")
& "-Q" & FORMAT_DATE(EDATE(FORMAT_DATE({Due Date}),9),"Q")
""
``````

Hi Jim

Thanks so much for this. Concise and elegant formula. Your a genius. Both options work like a charm but I’ve gone for the 2nd suggestion.

Have a good week both.

Cheers