Calculator: Excel Formula to Calculate Fiscal Week, Quarter and Year
Below is a formula generator used to take dates in Excel (assumed as A1) and convert them into the following:
- Fiscal Week
- Fiscal Quarter
- Fiscal Year
This is particularly useful when clients use non-generic fiscal calendars and you need to assign their fiscal information to large amounts of data in Excel. The most common application I use this for is when pulling front-end metrics from a search engine’s UI.
To use the generator below, enter the first day of your organization’s fiscal calendar, and what fiscal year it refers to. When the formulas are generated, copy them into Excel and change the reference cell from A1 to the cell with the dates.
Please note: These formulas are assuming a 52 week, 1 calendar year program. If it differs, please check the output.