Join Dennis Taylor for an in-depth discussion in this video Calculating fiscal years and quarters, part of Excel 2007: Working with Dates and Times.
If you're tracking data across multiple months, and possibly even multiple years,…you may want to track data by quarter and/or by fiscal year.…In column E here, we see an FY entry, Fiscal Year, and it's simply the year…that we see in the actual date that's in column C. The function in place in E2…is simply the Year function. It picks up the year from the actual data entry, and…of course we can do this with any year, and we see simple, straightforward answers here.…
Quarter is a little trickier, and you may not need this if, for example, if…you're using a PivotTable, you could take advantage of the innate grouping…capabilities of the PivotTable to automatically calculate quarterly…information for you.…But if you need to see this here, you're going to have to write some kind of a formula.…Now, this isn't the only solution to this, and it might be a little tricky if…you've never seen Roundup, but this is one way to calculate the quarter.…It too uses a function that you might not have seen, like Year, but it's…
- Understanding how Excel records and stores dates and times
- Looking at standard date/time entry options and acceptable alternatives
- Using the TODAY and NOW functions
- Customizing date formats
- Exploring keyboard shortcuts
- Formatting time for hours over 24
- Calculating differences across dates and times
- Rounding calculations
- Working with holidays
- Validating with dates
- Converting formatted dates to usable data
Skill Level Intermediate
Excel 2007: Creating Business Budgetswith Curt Frye1h 3m Intermediate
Excel 2007: Introduction to Formulas and Functionswith Curt Frye2h 26m Intermediate
1. Excel's Date/Time System
2. Creating Date/Time Entries
3. Date/Time Formatting
4. Excel's Date/Time Functions
5. Calculating with Dates and Times
6. Using Dates and Times with Excel Commands
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