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In this Microsoft Excel video tutorial I explain how to convert or assign dates to their fiscal year and quarter. This can be done fairly easily using an approximate match VLOOKUP. Other functions used in this tutorial are EDATE, IF, INDEX and SUMIF.

Table of Contents:

00:00 - Introduction
00:04 - Use EDATE to list the first date in each quarter
00:48 - Use IF to return the correct fiscal year for each quarter
01:33 - Use an approximate VLOOKUP to lookup the quarter and year for each date
02:40 - Concatenate Qtr and Year Using INDEX
04:37 - Use SUMIF to calculate the total revenue for each quarter
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