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If a company's fiscal year aligns with the calendar year, classifying dates into quarters and years is straightforward. However, for a different fiscal year, formulas are needed to categorize dates into fiscal periods. To classify dates into calendar periods, the ROUNDUP function can be employed to determine the quarter by extracting the month, dividing by three, and rounding up. For the year, the YEAR function suffices to extract the year from the date. While these formulas help in individual analysis, pivot tables can simplify the process by using the grouping tool for analysis without requiring separate formulas.
