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Finding the Day, Month, or Year from a Date
Use the functions DAY( date ),
MONTH( date ), and YEAR( date ) to return their respective
numerical values. Replace date with
a value of type Date (e.g. TODAY()).
To use these functions with Date/Time values, first convert them to a date with the DATEVALUE() function. For example, DAY( DATEVALUE( date/time )).
Finding Out if a Year Is a Leap Year
This formula determines whether or not a year is a leap year. A year is only a leap year if
it’s divisible by 400, or if it’s divisible by four but NOT by
100.
Finding Which Quarter a Date Is In
For
standard quarters, you can determine which quarter a date falls in using this formula. This
formula returns the number of the quarter in which date falls
(1–4) by dividing the current month by three (the number of months in each quarter)
and taking the
ceiling.
The
formula for shifted quarters is similar, but shifts the month of the date by the number of
months between January and the first quarter of the fiscal year. The example below illustrates
how you can find a date’s quarter if Q1 starts in February instead of
January.
If
you want to check whether a date is in the current quarter, add a check to compare the
date’s year and quarter with
TODAY()’s year
and
quarter.
Finding the Week of the Year a Date Is In
To find the number of a date’s week of the year, use this
formula:
You
can find the current week by determining how many days there have been in the current year
and dividing that value by 7. The
IF() statement
ensures that the week number the formula returns doesn’t exceed 52. So if the given
date is December 31 of the given year, the formula returns 52, even though it’s more
than 52 weeks after the week of January.
Finding Whether Two Dates Are in the Same
Month
To determine whether two Dates fall in the same month, say for a validation rule to
determine whether an opportunity Close Date is in the current month, use this
formula:
Finding the Last Day of the Month
The easiest way to find the last day of a month is to find the first day of the next month
and subtract a
day.
Displaying the Month as a String Instead of a
Number
To return the month as a text string instead of a number,
use:
If
your organization uses multiple languages, you can replace the names of the month with a
custom
label:
Finding and Displaying the Day of the Week From a
Date
To find the day of the week from a Date value, use a known Sunday (e.g. January 7, 1900)
and subtract it from the date (e.g.
TODAY()) to get the
difference in days. The
MOD() function finds the
remainder of this result when divided by 7 to give the numerical value of the day of the
week between 0 (Sunday) and 6 (Saturday). The formula below finds the result and then
returns the text name of that
day.
Note
that this formula only works for dates after 01/07/1900. If you’re working with older
dates, use the same process with any Sunday prior to your earliest date (e.g.
01/05/1800).
You can also adjust this formula if your week starts on a different day. For example, if
your week starts on Monday, you can use January 8, 1900 in your condition. The new formula
looks like
this:
Like the formula for getting the name of the month, if your organization uses multiple
languages, you can replace the names of the day of the week with a variable like
$Label.Day_of_Week_1, etc.
Finding the Next Day of the Week After a
Date
To find the date of the next occurrence of a particular day of the week following a given
Date, get the difference in the number of days of the week between a
date and a
day_of_week, a number
0–6 where 0 = Sunday and 6 = Saturday. By adding this difference to the current date,
you’ll find the date of the
day_of_week. The
IF() statement in this formula handles cases where the
day_of_week is prior to the day of the week of the
date value (e.g.
date is a Thursday
and
day_of_week is a Monday) by adding 7 to the
difference.
You
can substitute either a constant or another field in for the
day_of_week value based on your needs.
Finding the Number of Days Between Two
Dates
To find the number of days between two dates, date_1 and
date_2, subtract the earlier date from the later date: date_1 —
date_2
You can alter this slightly if you want to determine a date a certain number of days in the
past. For example, say you want a formula to return true if some date field is more than 30
days prior to the current date and false otherwise. This formula does just
that:
Finding the Number of Business Days
Between Two Dates
Calculating how many business days passed between two dates is slightly more complex than
calculating total elapsed days. The basic strategy is to choose a reference Monday from the
past and find out how many full weeks and any additional portion of a week have passed
between the reference date and the date you’re examining. These values are multiplied
by five (for a five-day work week) and then the difference between them is taken to
calculate business
days.
In
this formula,
date_1 is the more recent date and
date_2 is the earlier date. If your work week runs shorter or
longer than five days, replace all fives in the formula with the length of your week.
Adding Days, Months, and Years to a Date
If you want to add a certain number of days to a date, add that number to the date
directly. For example, to add five days to a date, the formula is date + 5.
Adding years to a date is fairly simple, but you do need to check that the future date is
valid. That is, adding five years to February 29 (a leap year) results in an invalid date.
The following formula adds
num_years to
date by checking if the date is February 29 and if the future
date is not in a leap year. If these conditions hold true, the formula returns March 1 in
the future year. Otherwise, the formula sets the Date to the same month and day
num_years in the
future.
Adding
months to a date is slightly more complicated as months vary in length and the cycle of
months restart with each year. Therefore, a valid day in one month (January 31) might not be
valid in another month (February 31). A simple solution is to approximate each
month’s length as 365/12
days:
While
this formula is a good estimate, it doesn’t return an exact date. For example, if you
add two months to April 30 using this method, the formula will return June 29 instead of
June 30. Returning an exact date depends on your organization’s preference. For
example, when you add one month to January 31, should it return February 28 (the last day of
the next month) or March 2 (30 days after January 31)?
This formula does the following:
- Returns March 1 if the future month is a February and the day is greater than 28. This
portion of the formula performs the same for both leap and non-leap years.
- Returns the first day of the next month if the future month is April, June, September,
or November and the day is greater than 30.
- Otherwise, it returns the correct date in the future month.
This example formula adds two months to a given date. You can modify the conditions on
this formula if you prefer different behaviors for dates at the end of the
month.
If
you’re using these formulas for expiration dates, you might want to subtract a day
from the return value to make sure that some action is completed
before the
calculated date.
Adding Business Days to a Date
This formula finds three business days from a given
date.
This
formula finds the day of the week of the
date field value. If the
date is a Wednesday, Thursday, or Friday, the formula adds five calendar days (two weekend
days, three weekdays) to the date to account for the weekend. If
date is a Saturday, you need four additional calendar days. For
any other day of the week (Sunday — Tuesday), simply add three days. You can easily
modify this formula to add more or less business days. The tip for getting the day of the
week might be useful if you need to adjust this formula.
Finding the Hour, Minute, or Second from a
Date/Time
To get the hour, minute, and second from a Date/Time field as a numerical value, use the
following formulas where
TZoffset is the difference between the
user’s time zone and GMT. For hour in 24–hour
format:
For
hour in 12–hour
format:
For
minutes:
For
seconds:
And,
to get “AM” or “PM” as a string,
use:
To
return the time as a string in “HH:MM:SS A/PM” format, use the following
formula:
When
working with time in formula fields, you need to consider the time difference between your
organization and GMT. See
A Note About Date/Time and Time Zones
for help understanding the time zone offset used in this formula.
Finding the Elapsed Time Between Date/Times
To find the difference between two Date values as a number, subtract one from the other
like so: date_1 —
date_2 to return the difference in days.
Finding the elapsed time between two Date/Time values is slightly more complex. This
formula converts the difference between two Date/Time values,
datetime_1 and
datetime_2, to days, hours, and
minutes.
Finding the Number of Business Hours Between Two
Date/Times
The formula for finding business hours between two Date/Time values expands on the formula
for finding elapsed business days. It works on the same principle of using a reference
Date/Time, in this case 1/8/1900 at 16:00 GMT (9 a.m. PDT), and then finding your
Dates’ respective distances from that reference. The formula rounds the value it
finds to the nearest hour and assumes an 8–hour, 9 a.m. – 5 p.m. work
day.
You
can change the eights in the formula to account for a longer or shorter work day. If you
live in a different time zone or your work day doesn’t start at 9:00 a.m., change the
reference time to the start of your work day in GMT. See
A Note About Date/Time and Time Zones
for more information.