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If your company's fiscal year aligns with the calendar year, categorizing dates into quarters and years for reporting is straightforward. However, if it differs, you'll need formulas to classify dates into fiscal periods. First, we can classify dates into calendar periods using the ROUNDUP function to determine the quarter by extracting the month, dividing it by three, and rounding up. To extract the year, the YEAR function is applied, yielding a list of calendar quarters and years. Notably, if you use a pivot table for analysis, these formulas are unnecessary as you can utilize the pivot table grouping tool instead.