In many industries, such as finance or accounting, being able to work with dates is an important skill. In particular, being able to find the first day of the quarter is a common task, especially in accounting. This is true, in particular, when wanting to label or classify values as belonging to a certain fiscal period. In this tutorial, **you’ll learn how to get the first day of the quarter in Excel**.

There are a number of easy ways in which you can get the first day of the quarter. By the end of this tutorial, you’ll have learned how to do the following:

- Use the
`DATE()`

,`MONTH()`

, and`MOD()`

functions to get the first day of the quarter - Use the
`TODAY()`

function to get the first day of the current quarter

## How to Get First Day of the Quarter in Excel Using DAY()

### How you can you get the first day of the quarter in Excel?

To get the first day of the quarter in Excel, you can use the following function: =DATE(YEAR(A2), MONTH(A2)-MOD(MONTH(A2),3),1). This extracts the current year and finds the first month of the quarter related to the date.

The formula may look a little bit more complex than you’d like, but it’s actually quite simple.

`=DATE(YEAR(A2), MONTH(A2)-MOD(MONTH(A2),3),1)`

Let’s break it down, step-by-step:

- The
`DATE()`

function builds a date out of the year, month, and day parts - For the year, we pass in the year using the
`YEAR()`

function - Calculating the month requires a bit more work. We first get the current month using the
`MONTH()`

function. Then, we subtract the remainder by dividing the month by 3 using the MOD() function. For example, passing in the month of July (month 7) will have a remainder of 1. - We use 1 as the day part to return the first day

Now that you have a good understanding of how the function works, let’s take a look at an example of how you can get the first day of the quarter for a number of dates.

How to Get the First Day of a Quarter in Excel

### Load your dataset in Excel

In the example dataset above, we have two columns: the first contains the date for which we want to calculate the quarter start, the second contains a placeholder for the quarter start date. In the data, we have dates ranging from June 2023 through December 2023.

### Enter the DATE(…) Formula to Get the Current Quarter

Since our data starts in cell A2, we can enter the following formula: `=DATE(YEAR(A2), MONTH(A2)-MOD(MONTH(A2),3),1)`

. The function works by getting the current year, finding the first month in the given quarter, and setting the day to 1.

### Drag the Fill Handle Down to Calculate All Quarter Starts

To calculate the quarter start for all cells, simply drag down the fill handle (the little crosshair). When you let go, Excel will copy the formula down for all cells in the range. This calculates the quarter start for all cells in the data.

## How to Get the First Day of the Current Quarter in Excel

We can use the same process you learned above to get the first day of the current quarter. Rather than tying our function to a particular cell, we can simply pass in the `TODAY()`

function. The `TODAY()`

function is used to return the current date.

Let’s see how we can use the `DATE()`

function and the `TODAY()`

function to get the first day of the current quarter.

**Step 1: **Enter the Function with the TODAY() Function to Get the First Day of the Quarter

Enter the following formula into any of the cells:

`=DATE(YEAR(TODAY()), MONTH(TODAY())-MOD(MONTH(TODAY()),3),1)`

Since the `TODAY()`

function returns today’s date, we don’t have to reference another cell. The formula still works by finding the first month of the quarter using the MOD() function.

**Step 2:** Hit the Return Key to Get the First Day of Current Quarter

When you hit the return key, the function evaluates and gets the first day of the current quarter. When writing this article, it was November 4, 2022. Excel was able to find the first day of the quarter to be September 1, 2022. It used the `MOD()`

function to figure out that it needed to subtract 2 from the month. This is because `MOD(11, 3)`

will have a remainder of 2. Excel then subtracts 2 from 11 (the current month) to get September.

## Conclusion

In this tutorial, you learned how to use Excel to get the first day of a quarter. Being able to work with dates is an essential skill for anyone working in Excel. Getting quarters is incredibly helpful when it comes to working with finance, but is also relevant for other industries.

In this tutorial, you first learned how to get the first day of a quarter for a column of dates. You did this by combining a number of different functions, including `DATE()`

, `YEAR()`

, `MONTH()`

, and `MOD()`

. While this sounds complicated, you learned how to break this down, step-by-step. We then walked through a hands-on example to get you up and running. From there, you learned how to get the first day of the current quarter. This was accomplished by combining the previously learned method with the `TODAY()`

function.

## Additional Resources

To learn more about related topics, check out the tutorials below: