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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 the fiscal year differs, you must use formulas to classify dates into fiscal periods. First, to classify dates into calendar periods, utilize the ROUNDUP function to determine the quarter by extracting the month, dividing it by three, and rounding up. The YEAR function can be used to extract the year easily. For analysis via pivot tables, these formulas are unnecessary, as the pivot table grouping tool can handle the classification directly.