Date & Time functions

QTR

About

Shows quarterly information from an array of dates.

Inputs:

  • s : function uses by default s = 4 (April). This varies by country, but the most common s’s are 4,7,10.
  • a : dates array
  • ‘[qt]’ : quarter type argument, text, could be one of these values:
    • “q” : calendar quarter
    • “qy” : calendar quarter and year, (year will be listed first for sorting versatility); format ex.: 2022 Q3
    • “fq” : fiscal quarter; format ex.: FQ4
    • “fy” : fiscal year; format ex.: FY 2023 (represents fiscal year 2022-2023)
    • “fqy” : fiscal quarter and year, (year will be listed first for sorting versatility); format ex.: FY 2022 Q2

More Info:

  • if qt is omitted, function will calculate “qy”; if qt<> above values function returns #NA() error.

Code

M.S. Excel
QTR = LAMBDA(a, [qt],
    LET(
        s, 4,
        m, MONTH(a),
        y, YEAR(a),
        q, "Q" & MONTH(m & 0),
        qy, y & " " & q,
        fq, "Q" & MONTH(MOD(m - s, 12) + 1 & 0),
        fy, "FY " & y + (m >= s),
        fqy, fy & " " & fq,
        SWITCH(qt, 0, qy, "q", q, "qy", qy, "fq", "F" & fq, "fy", fy, "fqy", fqy)
    )
);