🗓 Find Fiscal Quarter
This tutorial will make systems that run on a quarterly basis return a fiscal quarter from a single or range of dates. In Notion, this can be accomplished with the IF and month functions. I will also demonstrate how to return bi-annual and monthly values from a date.
* Remember: January always returns the value 0 and February returns 1, March is 2 and so on.
Returning a quarterly value only requires a Date property and Formula. The following example is for a clothing company. First, we're faced with a list of products and their highest month for revenue. The company wants to determine where the highest profits land on a quarterly and bi-annual calendar.
Quarter Formula
if(month(start(prop("Date"))) < 3, "Quarter 1", if(month(start(prop("Date"))) < 6, "Quarter 2", if(month(start(prop("Date"))) < 8, "Quarter 3", if(month(start(prop("Date"))) < 11, "Quarter 4", ""))))
or …
"Quarter " + formatDate(start(prop("Date")), "Q")
Bi-Annual Formula
(month(start(prop("Date"))) >= 5) ? "Second" : "First"