- 11 Dec 2023
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Displaying fiscal year quarters in Airtable
- Updated on 11 Dec 2023
- 1 Minute to read
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- DarkLight
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This article covers how to display the quarter of a fiscal year based on the date in another field.
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')))