Excel Wizardry Needed
May 9, 2011 12:01 PM Subscribe
Excel question: How can I tally by quarter when all I have are dates? Bonus challenge details inside.
posted by unannihilated to computers & internet (5 answers total) 1 user marked this as a favorite
I've got a set of sales clients and information about the purchases they have made over the past year in Excel. Right now all I've got is a series of dates for everyone (dates of purchases). Each date of purchase is its own cell. I'd like to look at what's happening for each client by calendar quarter, specifically how many purchases they are making each quarter. I'd also like to group them by region and look at average number of purchases per region per quarter.
Here's the bonus challenge: The quarters aren't *quite* the same for everyone. They're based on the date of first purchase. So it's their own personal quarter, so to speak. On the plus side, the beginning of the "personal quarter" is limited to dates within a three-month promotional period we held. I'm trying to think of an easy way to do this in Excel, but I am stumped. Even if you have suggestions for how to do this without addressing the bonus challenge, that would be helpful. Thanks!