Displaying fiscal year quarters in Airtable

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

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.

To display fiscal year quarters, you’ll need to run a few formulas:

1. The first formula field will be used to output the quarter (based on the Date field):

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

2. Once that formula field is created, a second formula field is needed to reference the date and quarter fields, and generate the appropriate fiscal year:

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

   2. This will output and format the quarter and fiscal year of the record depending upon the information in the Date and Quarter fields:

If you’d prefer to run one formula for a combined field, you can:

• 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')))