Displaying fiscal year quarters in Airtable
  • 13 May 2024
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Displaying fiscal year quarters in Airtable

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    Light
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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 the quarter (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 can be configured to reference the date and quarter fields, and generate the appropriate fiscal year:

IF({Date},
{Quarter} & " - FY'" &
 IF(MONTH({Date})>=6, DATETIME_FORMAT(DATEADD(Date, 1, 
'year'), 'YY'),DATETIME_FORMAT(Date, 'YY')))

This will output and format the quarter and fiscal year of the record depending upon the information in the Date and Quarter 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(MONTH({Date})>=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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