Wednesday, December 18, 2013

How to Calculate Business Quarters in Excel Not Based on Calendar Year


1. Open a new workbook in Excel and enter a list of random dates that can be used for testing.You can copy these example dates to your sheet beginning in cell A1:1/4/2010
2/11/2010
3/21/2010
4/28/2010
6/5/2010
7/13/2010
8/20/2010
9/27/2010
11/4/2010
12/12/2010
2. Determine the number value of the month in which your 'year' starts (e.g. January is 1 and November is 11). For this example, the year will start in October (month 8).
3. Subtract one from your month value. In this example, the result would equal seven (7).
4. Substitute your new value into the following equation:=MOD(CEILING(22 MONTH(
) -
- 1,3)/3,4) 1For this example that would be:
=MOD(CEILING(22 MONTH(A1)-7-1,3)/3,4) 1
5. Copy and paste the equation into cell B1 in your Excel worksheet.
6. Click and hold the mouse button down on cell B1 and drag your mouse cursor down to highlight all the cells from there to B10.
7. Hit the keys 'Control' ('Ctrl') and D at the same time to copy the formula down to all the cells.Your worksheet should now look like the following data:01/04/20102
02/11/20103
03/21/20103
04/28/20103
06/05/20104
07/13/20104
08/20/20101
09/27/20101
11/04/20102
12/12/20102

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