I have an Excel file in which I am trying to create a daily report for the returns of an investment fund. The data I am aggregating in the spreadsheet is daily, but I need to be able to compute quarter-to-date returns. Therefore, I need a way for Excel to know when a quarter starts and ends, and which numbers to compute the quarter-to-date returns from.
Any ideas?
There is no quarter formula in excel but you can manipulate this by:
If your dates are found in column A (start from rows 2 due to header) then this formula will display the quarter of the date.