Forum Discussion
FORMULA ASSISTANCE --SETUP
Hello! I am seeking assistance to create a nested dynamic formulas where the total amounts are being summed up on a quarterly basis. Please see attached file WITH MY COMMENTS.
elo0707 Riny's formulas for the quarter assume that your first quarter starts on January 1. If instead it starts on October 1 (like the US federal government) or July 1 (like some companies), you can use these formulas, respectively:
=YEAR(EDATE(E16,3)) & "-Q" & ROUNDUP(MONTH(EDATE(E16,3))/3, 0)
=YEAR(EDATE(E16,6)) & "-Q" & ROUNDUP(MONTH(EDATE(E16,6))/3, 0)(I like to put the year first, as it keeps the field sortable, but you can easily change that.)