Business Tools Blog

For financial and operational reporting, we sometimes show quarters.  To convert a date to a quarter, use the following 3 steps:

Step 1 - Find the quarter

• The dates are shown in row 1
• The formula is in row 4  =ROUNDUP(MONTH(C1)/3,0) 
• This formula takes the month in C1, divides it by 3, then rounds it up to the nearest number, which equals the Quarter

Step 2 - Find the year

• The formula is in row 5  =YEAR(C1)
• This formula converts a date to a year

Step 3 - Concatonate a formula for Quarter and Year

• The formula in row 6 =C4&”Q”&C5
• This formula puts the letter “Q” between the quarter and the year

That’s all there is to it.