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If your company’s fiscal year aligns with the calendar year, classifying dates into quarters and years is straightforward. However, if it differs, you'll need formulas to classify dates into fiscal periods. First, you can use the ROUNDUP function to determine the quarter from a date by extracting the month, dividing by three, and rounding up to the nearest whole number. The YEAR function easily extracts the year from the date. For those using pivot tables for analysis, there’s no need for these formulas, as the pivot table grouping tool can be utilized for classification instead.
