Displaying fiscal year quarters in Airtable
  • 11 Dec 2023
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Displaying fiscal year quarters in Airtable

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Article Summary

This article covers how to display the quarter of a fiscal year based on the date in another field.

Plan availability

All plan types 

Platform(s)

Web/Browser, Mac app, and Windows app 

Related reading

Displaying fiscal year quarters

NOTE

As an example, let's say your fiscal year runs from June through May; that means your first quarter (Q1) of the year would start on June 1. You can build a formula to output the correct quarter and fiscal year based on an existing date field.

Step 1:

To start, one formula field will be used to output just the month (based on the date field) using the formula below:

IF(
  {DATE},
"Q"&ROUNDUP(VALUE(DATETIME_FORMAT(DATEADD({DATE}, 7, 'months'), 'M'))/3, 
   0)
  )

Step 2:

Once that's configured, a second formula will reference the date and month fields, and generate the rest:

IF(
   {DATE},
"FY'" & IF(
   VALUE(DATETIME_FORMAT({Month}, 'M'))>=6,
    DATETIME_FORMAT(DATEADD({Month}, 1, 'year'), 'YY'),
     DATETIME_FORMAT({Month}, 'YY'))
  )

This will output and format the quarter and fiscal year of the record depending upon the information in the date and month fields:

Step 3 (optional):

If you'd prefer to not use two formula fields to accomplish this, you can combine the two previous formula fields into a single one. Here's how that formula would look altogether:

IF(
  {Date},
  "Q"&ROUNDUP(VALUE(DATETIME_FORMAT(DATEADD({Date}, 7, 'months'),'M'))/3, 0)
&" - FY'"
&IF(
  VALUE(DATETIME_FORMAT({Date},'M'))>=6,
  DATETIME_FORMAT(DATEADD({Date}, 1,'year'),'YY'),
  DATETIME_FORMAT({Date},'YY')))

Screen Shot 2019-08-20 at 1.57.29 PM


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