Date hierarchy (year, quarter, month, day) in Tableau - Cell-by-Cell Formula Trace

Sample Data

Sample dates with their breakdown into year, quarter, month, and day components.

Cell	Value
A1	Date
A2	2023-01-15
A3	2023-04-10
A4	2023-07-05
A5	2023-10-20
B1	Year
B2	2023
B3	2023
B4	2023
B5	2023
C1	Quarter
C2	Q1
C3	Q2
C4	Q3
C5	Q4
D1	Month
D2	January
D3	April
D4	July
D5	October
E1	Day
E2	15
E3	10
E4	5
E5	20

Formula Trace

YEAR([Date]), "Q" + STR(QUARTER([Date])), DATENAME('month', [Date]), DAY([Date])

Step 1: YEAR('2023-01-15')

Step 2: "Q" + STR(QUARTER('2023-01-15'))

Step 3: DATENAME('month', '2023-01-15')

Step 4: DAY('2023-01-15')

Step 5: YEAR('2023-04-10')

Step 6: "Q" + STR(QUARTER('2023-04-10'))

Step 7: DATENAME('month', '2023-04-10')

Step 8: DAY('2023-04-10')

Step 9: YEAR('2023-07-05')

Step 10: "Q" + STR(QUARTER('2023-07-05'))

Step 11: DATENAME('month', '2023-07-05')

Step 12: DAY('2023-07-05')

Step 13: YEAR('2023-10-20')

Step 14: "Q" + STR(QUARTER('2023-10-20'))

Step 15: DATENAME('month', '2023-10-20')

Step 16: DAY('2023-10-20')

Cell Reference Map

    A          B       C         D         E
1 | Date     | Year  | Quarter | Month   | Day  |
2 |2023-01-15| 2023  | Q1      | January | 15   |
3 |2023-04-10| 2023  | Q2      | April   | 10   |
4 |2023-07-05| 2023  | Q3      | July    | 5    |
5 |2023-10-20| 2023  | Q4      | October | 20   |

The Date column (A) is the source. Columns B, C, D, and E show the year, quarter, month name, and day extracted from each date.

Result

    A          B       C         D         E
1 | Date     | Year  | Quarter | Month   | Day  |
2 |2023-01-15| 2023  | Q1      | January | 15   |
3 |2023-04-10| 2023  | Q2      | April   | 10   |
4 |2023-07-05| 2023  | Q3      | July    | 5    |
5 |2023-10-20| 2023  | Q4      | October | 20   |

The final output shows each date broken down into year, quarter, month name, and day, forming a date hierarchy useful for analysis.

Sheet Trace Quiz - 3 Questions

What quarter does the date 2023-04-10 belong to?

A Q3

B Q2

C Q1

D Q4

Key Result

Extract year, quarter (formatted as Q1-Q4), month name, and day from a date to build a date hierarchy.