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How to find or get quarter from a given date in Excel?

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get quarter from a given date
When working with financial or operational data, it is often necessary to analyze and summarize information by quarter rather than just by month or year. For example, you might need to generate quarterly reports or group sales figures according to quarters for more strategic insights. If you have a list of dates in your worksheet and want to quickly determine which quarter each date falls into, Excel provides several practical solutions. This article will introduce various effective methods to extract or convert date values into quarters for efficient analysis.
Find and get quarter from date by formula
Get and find quarter from given date by Kutools for Excel
Convert date to quarter format by Kutools for Excel
VBA Code - Automatically extract quarter from a date column

Find and get quarter from date by formula

To find the quarter from a given date without any add-ins, you can make use of built-in Excel formulas. This method is quick and convenient, especially for users who need a direct and simple way to get the quarter from dates listed in a worksheet.

Select a blank cell next to your date column—for example, cell C1. Enter the following formula to calculate the quarter for the date in cell A1:

=ROUNDUP(MONTH(A1)/3,0)

Press Enter to confirm and see the quarter number corresponding to the date.

Tip: A1 is the reference cell containing the date you wish to analyze. Adjust the cell reference as needed for your dataset.

enter a formulaarrow rightpress Enter key to get the relative quarter

To fill down the formula for more dates, drag the autofill handle in the bottom-right corner of the formula cell down through your list.
drag the autofill handle down to the cells to apply this formula

Note and Tips:

  • You can customize the output so it reads "Quarter1", "Quarter2", etc. by using:
="Quarter"&ROUNDUP(MONTH(A1)/3,0)

This formula will append the word "Quarter" before the quarter number, which may be more suitable for reporting or presentation purposes.
use a formula to add quarter before the number

  • If your dates are not recognized correctly, check the cell's formatting to make sure it is set as Date. Otherwise, formulas may give unexpected results.
  • Remember to update the formula references if your dates start from a different cell or column (not just A1).
  • If you get an error, verify that the date values are valid and not text strings. Use DATEVALUE() if necessary to convert text dates to serial numbers.

Get and find quarter from given date by Kutools for Excel

If you prefer not to use formulas, the Convert date to quarter feature in Kutools for Excel offers a streamlined way to extract quarters from dates with minimal manual input. This method is ideal for users who want a guided interface, batch processing abilities, or to avoid formula syntax errors.

Kutools for Excel offers over 300 advanced features to streamline complex tasks, boosting creativity and efficiency. Itegarate with AI capabilities, Kutools automates tasks with precision, making data management effortless. Detailed information of Kutools for Excel...         Free trial...

After installing Kutools for Excel, please proceed as below:(Free Download Kutools for Excel Now!)

1. Choose the cell where you want the result to appear, then navigate to Kutools > Formula Helper > Date & Time > Convert date to quarter.
click Convert date to quarter feature of kutools

2. Under the Formulas Helper dialog, select the date cell using the browse button or directly input a date in "m/d/yyyy" format. Click OK to confirm.
specify the options in the dialog box

Once the quarter for the selected date is calculated, you can drag the autofill handle over other cells to apply the formula to all your data as needed.
the quarter is displayed, drag auto fill handle over cells to apply this formula

Advantages: Kutools provides a user-friendly approach, supports batch processing, and reduces formula entry errors. Not only does this save time, it also allows you to perform the conversion across large datasets without manual adjustments.


Convert date to quarter format by Kutools for Excel

If you already have Kutools for Excel installed, the Apply Date Formatting tool allows you to format your dates in a variety of ways. This is useful if you need to display your dates as quarters, months, or years for readability or reporting purposes.

1. Before beginning, it is recommended to save a backup of your data. Then, select the range of dates you want to format and go to Kutools > Format > Apply Date Formatting.See screenshot:
click Apply Date Formatting feature of kutools

2. In the Apply Date Formatting dialog box, choose your desired format from the Date formatting list. You can preview the changes in real time.
select the date formatting

3. Click OK and the selected dates will be updated according to the format you chose (such as converting each date to show the month, quarter, or year only).

Original Date  Convert to Date Convert to Month Convert to Year
original data  arrow rightConvert to Date  Convert to Month  Convert to Year

VBA Code - Automatically extract the quarter from a date column

For situations where you have a large dataset and need to batch process quarters without manually entering formulas or relying on add-ins, Excel VBA allows you to automate this process. This solution is suited for users who are comfortable with basic macros and need to extract quarters for many rows at once, such as preparing quarterly sales summaries or data reviews.

  1. Click Developer Tools > Visual Basic. In the opened Microsoft Visual Basic for Applications window, click Insert > Module.
  2. Copy and paste the following code into the Module:
Sub ExtractQuarterFromDates()
    Dim rng As Range
    Dim cell As Range
    Dim targetColumn As Integer
    Dim lastRow As Long
    
    On Error Resume Next
    xTitleId = "KutoolsforExcel"
    
    Set rng = Application.Selection
    Set rng = Application.InputBox("Select the date range:", xTitleId, rng.Address, Type:=8)
    
    targetColumn = rng.Columns(1).Column + 1 ' Next column for result
    lastRow = rng.Rows.Count + rng.Row - 1
    
    For Each cell In rng
        If IsDate(cell.Value) Then
            Cells(cell.Row, targetColumn).Value = "Q" & Application.WorksheetFunction.RoundUp(Month(cell.Value) / 3, 0)
        Else
            Cells(cell.Row, targetColumn).Value = ""
        End If
    Next cell
End Sub
  1. To run the macro, click the Run button button. A prompt will let you select your column of dates. The script will then write the corresponding quarter result in the next column (e.g., if your dates are in column A, the quarters will appear in column B).

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