How to calculate quarter from date in Excel

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If you want to calculate the quarter (i.e. 1,2,3,4) from a date, you can use the ROUNDUP function together with MONTH.

Formula

=ROUNDUP(MONTH(date)/3,0)

Explanation

In the example shown, the formula in cell C5 is:

=ROUNDUP(MONTH(B5)/3,0)

How this formula works

In this case, the formula first extracts the month as a number between 1-12, then divides this number by 3. The result is then rounded up to the nearest whole number using the ROUNDUP function.

Worked Example:   ROUNDUP function: Description, Usage, Syntax, Examples and Explanation

The ROUNDUP function works like the ROUND function, except that ROUNDUP will always round numbers 1-9 upwards to a given number of digits.

Worked Example:   Round numbers in Excel

Adding a Q

If you want the quarter number to include a “Q” you can concatenate. The formula in D5 is:

="Q"&ROUNDUP(MONTH(B5)/3,0)

The result is the letter “Q” prepended to the quarter number:

Worked Example:   Find, Trace and Correct Errors in Excel Formulas using 'Formula Auditing'

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