Let’s say you have daily data and your boss wants to see the trends by week of month or week of quarter? How do you calculate the week number of month or quarter? In this article, let me explain the logic and formulas we can use Excel for this.
Why calculate week in month or quarter?
Calculating “week of month” or “week of quarter” let’s us see trends by week in across months or quarters. Answering business questions like,
- How many customers we had in first of week January vs. first week of February?
- What are the total reservations in first 4 weeks of Q1 vs. first 4 weeks of Q3?
- Cumulative weekly totals for March vs. June
is easier when you have the week of month and week of quarter available in your data.
Step 1: Calculate the WEEKNUM in year
Before we can calculate the weeknum in a month or quarter, we need to do two other important calculations. The first one of them is WEEKNUM in year.
Add a column adjacent to your data and use the below formula to calculate the weeknumber in year.
=WEEKNUM(B4,2)This assumes your date is in the cell B4 and your week begins on Monday. If you want to do the analysis from SUNDAY start, just use =WEEKDAY(B4)
Step 2: Calculate the MONTH number
Our next formula is to figure out which month we are in. Add another column adjacent to your data and use this formula.
=MONTH(B4)At this stage your data should look like this:
Step 3: Calculate Week in Month
Now that we know the “week in year” and “month number”, we can easily calculate the week in month using below formula.
=D4-WEEKNUM(DATE(YEAR(B4),E4,1),2)+1How this “week in month” formula works?
- D4 has the weeknumber in year
- E4 has the month number
- DATE(YEAR(B4),E4,1) tells us the first date of the month (for example, all dates in JAN 2024 will have this as 1-Jan-2024)
- WEEKNUM(DATE(YEAR(B4),E4,1),2) will give us the weeknumber for that date (with Monday start)
- D4-WEEKNUM(DATE(YEAR(B4),E4,1),2)+1 finally tells us the weeknumber of the month (we need to add +1 so that the first week of month will be 1 instead of 0)
[Optional] Step 4: Formula for Week in Quarter
If you need to calculate the “Week in Quarter” for some analysis, you can use the below formula to do that.
=D4-WEEKNUM(DATE(YEAR(B4),INT((E4-1)/3)*3+1,1),2)+1How this “week in quarter” formula works?
- D4 has the weeknumber in year
- E4 has the month number
- INT((E4-1)/3)*3+1 calculates the first month of the quarter (so months 1,2,3 ? 1, 4,5,6 ? 4 … )
- DATE(YEAR(B4),INT((E4-1)/3)*3+1,1) tells us the first date of the quarter (for example, all dates in JAN, FEB, MAR 2024 will have this as 1-Jan-2024)
- WEEKNUM(DATE(YEAR(B4),INT((E4-1)/3)*3+1,1),2) will give us the weeknumber for that date (with Monday start)
- D4-WEEKNUM(DATE(YEAR(B4),INT((E4-1)/3)*3+1,1),2)+1 finally tells us the weeknumber of the quarter (we need to add +1 so that the first week of quarter will be 1 instead of 0)
What if I want Sunday Week Start?
If your week starts on Sunday, you can use the below formulas instead.
'For Week in year
=WEEKNUM(B4)
'For Month number
=MONTH(B4)
'For week in month
=D4-WEEKNUM(DATE(YEAR(B4),E4,1))+1
'For week in quarter
=D4-WEEKNUM(DATE(YEAR(B4),INT((E4-1)/3)*3+1,1))+1For weeks beginning on other days (such as Friday start)
You just need to pass the type of week start to the WEEKNUM() function. Refer to below table to find what you need to use.
Download Sample File with Weeknumber Formulas
If you are having trouble implementing the formulas, refer to free example workbook. It has all the formulas for,
- Calculating week number in year
- Month number
- Week of month
- Week of quarter
In conclusion…
Calculating “week of month” and “week of quarter” is relatively simple and easy process with Excel. Once you have the values in your data, you can use them to better understand the trends across months or quarters. If you have the data in a table, then applying and maintaining these formulas is easy too, as Excel tables auto-extend the formulas for all cells.
Few additional tips to take this idea further:
- Integrate these calculations into Power Query: If you are bringing external data into Excel through Power Query, try adding these columns with Power Query “Add column” feature. Learn more about Power Query here.
- Use a separate calendar table: If you have too many rows of transactional data (like tickets or sales), then instead of calculating the week number for every row, use a calendar table and do the calculations there. After that use “data modeling” feature of Excel to link calendar table to your transactional data. This way you can combine data from both tables in your pivot reports. Learn more about calendar tables and data modeling feature.
Other ways to work with dates
Please refer to these tutorials and examples to solve other date problems in Excel.
22 Responses to “Master Excel 2007 Ribbon with this Free Learning Guide”
Thank you, kind sir. Well done with the baby making.
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@Doug, it shows that your email address is pending verification. Can you check your inbox (and may be spam folder too) for an email from me? The subject will be "Activate Subscription to Get your Free Excel Tips E-book"
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Very Useful Info..Keep it up..
@Ajay.. you are welcome 🙂
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http://www.microsoft.com/en-us/default.aspx
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I can't open this pdf. I get the error message:
You do not have the required license to open this file.
Please request a license from the creator of the file, and add it using the license manager and they try opening it again.
What gives??
I downloaded the file again and it worked this time. Strange. (First file was 116 KB, second was 1644 KB... ???)
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Hi Chandoo,
thanks for sharing your Excel 2007 learning experience with us; unfortunately the link to the pdf of the free Excel 2007 learning guide seems broken: my Acrobate Readers flags: "Unkown file type or corrupte data".
Have a nice day
Michael
well done this is great
Can somebody just provide a link the classic TAB exportedUI files for MS Office 2003 for us to use in office 2007/2010?. searching online, everybody just wnats to make a buck online with silly Classic Tab installers which do nothing more than inport exportedUI files for you.
Don't give me a ribbon how to guide, just give me free exportedUI files. I should not have to pay anyone for this, it is free XML, MS should have included this to begin with.
thanks
Dear.
There are a set of debit values and a set ot credit values in a column. I want a vba code by whcich the debit value plus a single / multiple credit value is zero that needs to be marked .
finally i will come to know out of the avaibale debits which cannot be used the with avilable credits either single or multiple values.
If multiple matching sets are available let it take the 1st or the 2nd one its not an issue.
Column A Ref
-1000 A
-5000 B
-8000 C
800 A
100 A
100 A
2000 B
3000 B
13000
15000
hi...
how to make this add-ins and display in ribbon... check this sample : http://www.cprsoft.com/GCDemo01.htm
thank you sir...
Please tell me format painter short cut key In excel ?
Thanks In Advance
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