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To classify dates into fiscal periods when your company's fiscal year differs from the calendar year, formulas are needed. For calendar periods, the ROUNDUP function can determine the quarter from a date by extracting the month, dividing it by three, and rounding up to zero decimal places. Additionally, the YEAR function can easily extract the year from the date. This results in a list of calendar quarters and years. If you're using a pivot table for analysis, these formulas may not be necessary, as the pivot table's grouping tool can streamline the process.
