How to update formula to show fiscal quarter rather than calendar

Platform discussions Special workflows & use cases
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1

I found this formula on the website to show the quarter based on timeline. However we are on a fiscal quarter system that starts in July. How can I display that instead via the formula?

IF({Timeline#End},“Q”&FORMAT_DATE({Timeline#End},“Q - YY”),“Q”)

Edit: I was able to use this formula: IF({Due Date},
“Q” & FORMAT_DATE(EDATE(FORMAT_DATE({Due Date}), 7),“Q - YY”)) but it is returning true in rows without dates. How to resolve?

2

Hi Samantha,

Try:

IF({Due Date},"Q"&FORMAT_DATE(EDATE({Due Date},7),"Q - YY"),"Q")

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