How do you get Fiscal Quarter

Let say your fiscal year begins from 1st July then

First Quarter = { 7 , 8 , 9}

Second Quarter = { 10, 11, 12}

Third Quarter = {1, 2, 3}

Fourth Quarter = { 4, 5, 6 }

So with the above logic let us create a formula

• Right click on the date column
• Select “Create Calculation”
• 
• Type the following formula
• switch(
  month(”Order Date”) in (7,8,9) , ‘Qtr1′ ,
  month(”Order Date”) in (10,11,12) , ‘Qtr2′ ,
  month(”Order Date”) in (1,2,3) , ‘Qtr3′ ,
  month(”Order Date”) in (4,5,6) , ‘Qtr4′
  )
• Click on ‘Use This Formula’

Here is the Fiscal Quarter

Note: You can change the Quarter text to anything like ‘Q1′ instead of ‘Qtr1′

Fiscal Month

Similarly, if you need fiscal month, we can use the following formula

switch(
month(”Order Date”) >= 7 , month(”Order Date”)-6 ,
month(”Order Date”) < 7 , month(”Order Date”) + 6
)

Fiscal Year

switch(
month(”Order Date”) >= 7 , year(”Order Date”) ,
month(”Order Date”) < 7 , year(”Order Date”) – 1
)

If you have a different Fiscal year begining then replace the numbers accordingly.