formatting dates as quarters, e.g., 2008Q1 or 08Q1

J

jongiff

Version: 2008
Operating System: Mac OS X 10.5 (Leopard)

Does anyone know an easy way to format dates by quarter for use in chart axes? I am plotting charts of daily data over 5+ years, and I can't figure a way to get the chart marks to hit on the same day of each year or by quarter.
 
C

CyberTaz

Sounds to me like you're a prime candidate for a Pivot Table to summarize
the data plus a Pivot Chart based on the table. See Excel Help on the
feature as well as the tutorial here:

<http://www.microsoft.com/mac/help.mspx?target=54de05f6-f1d9-4c6e-8db8-c5844
778f8841033&clr=99-1-0&parentid=58282afe-ca50-4f26-bc29-cfa2a513dd051033&ep=
7&CTT=Category&MODE=pv&locale=en-US&usid=56aae090-224b-40df-9bf0-e9b65678ab5
c>

[If the link breaks you can get to the tutorial through Help as well.]

HTH |:>)
Bob Jones
[MVP] Office:Mac
 
J

JE McGimpsey

Version: 2008
Operating System: Mac OS X 10.5 (Leopard)

Does anyone know an easy way to format dates by quarter for use in chart
axes? I am plotting charts of daily data over 5+ years, and I can't figure a
way to get the chart marks to hit on the same day of each year or by quarter.

Since quarters aren't a date format, there's no especially easy way that
I know of.

One workaround (XY-Scatter Chart) if you can live with 08Jan, 08Apr,
etc):

1) Create an XY-Scatter chart of your data
2) Format the X-Axis:
Scale:
Major unit: 91.25
Number:
Custom: yymmm

Another Workaround (Line Chart) if you can live with 08Jan, 08Apr, etc):

1) Create a line chart of your data
2) Format the X-Axis:
Scale:
Base unit: Days
Major unit: 3 Months
Number:
Custom: yymmm

Another workaround (Line Chart):

Assume your dates are in A2:A100 and your Values are in B2:B100.

1) Insert a column in-between (i.e, B:B, moving data to B2:B100)
2) In B2 enter:

=TEXT(A2,"yyyyQ")&INT((MONTH(A2)-1)/3+1)

3) In B3 enter:

=IF(COUNTIF($B$2:B2, TEXT(A3,"yyyyQ")&INT((MONTH(A3)-1)/3+1)), "",
TEXT(A3,"yyyyQ")&INT((MONTH(A3)-1)/3+1))

4) Copy B3 down to B100.

Create a line chart from B2:C100, formatting the X axis scale interval
between labels to 1.

Note that this will place the labels where the quarter changes, not
necessarily proportional to the date intervals.
 
J

JE McGimpsey

CyberTaz said:
Sounds to me like you're a prime candidate for a Pivot Table to summarize
the data plus a Pivot Chart based on the table. See Excel Help on the
feature as well as the tutorial here:

Bob - XL08 doesn't do Pivot Charts...
 
C

CyberTaz

Yeah - force of habit re the terminology, but the PT results can still be
grouped by Qtrs & plotted.

Thanks for the clarification.

Regards |:>)
Bob Jones
[MVP] Office:Mac
 

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