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if your companys fiscal year runs in line with the calendar year then its dead easy to classify your dates into quarters and years for reporting however if your fiscal year is different to the calendar year then you need to use formulas to automatically classify the dates into their fiscal periods lets take a look before we look at classifying dates into fiscal periods lets first look at classifying them into calendar periods we can use the roundup function to return the quarter from a date we need to extract the month from the date here and then divide it by three and we want to round it up to zero decimal places so close round up press enter and you can see its extracted the quarter for each month the year is even easier we can use the year function to extract it from the date and there we have a list of calendar quarters and years of course if youre using a pivot table to do your analysis you dont need these formulas because you can use the pivot table grouping tool in austra
