+ Reply to Thread
Results 1 to 4 of 4

Nested IF formula: categorise dates into appropriate financial quarter

  1. #1
    Registered User
    Join Date
    05-07-2009
    Location
    leeds, england
    MS-Off Ver
    Excel 2007
    Posts
    29

    Nested IF formula: categorise dates into appropriate financial quarter

    Hello,
    I need an nested IF formula that categorises dates, in column A, into the appropriate financial quarter, in column B.

    For example:

    IF column A=1/4/08 to 30/6/08 (inclusive), then column B = “1st Quarter”;
    IF column A= 1/7/08 to 30/9/08 (inclusive), then Column B = “2nd Quarter”;
    IF column A= 1/10/08 to 31/12/08 (inclusive), then Column B = “3rd Quarter”;
    IF column A= 1/1/09 to 31/3/09 (inclusive), then Column B = “4th Quarter”.

    Does anyone know the appropriate syntax?

    Many Thanks

    Rich
    Attached Files Attached Files

  2. #2
    Registered User
    Join Date
    05-15-2009
    Location
    Mesa, AZ
    MS-Off Ver
    Excel 2003
    Posts
    16

    Re: Nested IF formula: categorise dates into appropriate financial quarter

    Hi,

    I'm not positive this is what you're looking for. When I opened your workbook, it looked like you were trying to get formulas for Column B in the Asbestos Sheet, so that's what I have below.

    I converted dates to values to do the < or > comparisons. Instead of hardcoding, you can just place the dates in another column and point the formula to that column.

    =SUMPRODUCT((Incidents!$A$4:$A$500=$A$1)*(Incidents!$C$4:$C$500>=39814)*(Incidents!$C$4:$C$500<39845)*(Incidents!$H$4:$H$500))
    =SUMPRODUCT((Incidents!$A$4:$A$500=$A$1)*(Incidents!$C$4:$C$500>=39845)*(Incidents!$C$4:$C$500<39873)*(Incidents!$H$4:$H$500))
    =SUMPRODUCT((Incidents!$A$4:$A$500=$A$1)*(Incidents!$C$4:$C$500>=39873)*(Incidents!$C$4:$C$500<39904)*(Incidents!$H$4:$H$500))
    ...etc

    To do a quarter, just change the beginning and end dates.

    I put examples in the attached workbook (look at both sheets).

    I hope this helps.
    Attached Files Attached Files
    - Leto2
    Excel

  3. #3
    Registered User
    Join Date
    05-07-2009
    Location
    leeds, england
    MS-Off Ver
    Excel 2007
    Posts
    29

    Red face Re: Nested IF formula: categorise dates into appropriate financial quarter

    Im sorry I seemed to have attached the wrong dummy workbook!
    Please find attached the correct one -labelled "dummy workbook financial quarter".
    (no wonder it was confusing!)
    Attached Files Attached Files

  4. #4
    Forum Guru DonkeyOte's Avatar
    Join Date
    10-22-2008
    Location
    Northumberland, UK
    MS-Off Ver
    O365
    Posts
    21,531

    Re: Nested IF formula: categorise dates into appropriate financial quarter

    I suspect:

    B2: =LOOKUP(MONTH(A2),{1,4,7,10},{"4th Quarter","1st Quarter","2nd Quarter","3rd Quarter"})

+ Reply to Thread

Thread Information

Users Browsing this Thread

There are currently 1 users browsing this thread. (0 members and 1 guests)

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts

Search Engine Friendly URLs by vBSEO 3.6.0 RC 1