Formula for Quarterly data pull

[sebasp]

Is there a relatively simplistic formula that I can use to sum the most recent quarterly data?
I have a template that gets updated each month. There is a field that reflects the most recent month - ie as of today, would still be pointing to March. So I would want to pull the 1st quarter's data looking at Jan-Mar.
Also - what would this look like if I wanted pull a rolling quarter data?
Thank you

 

[Skybluekid]

Try the below:

Book1.xlsm
	A	B	C	D	E	F
2
3	Date	Value
4	01-Jan	1		Q1	6
5	01-Feb	2		Q2	15
6	01-Mar	3		Q3	24
7	01-Apr	4		Q4	33
8	01-May	5
9	01-Jun	6
10	01-Jul	7
11	01-Aug	8
12	01-Sep	9
13	01-Oct	10
14	01-Nov	11
15	01-Dec	12
Master Copy

Cell Formulas
Range	Formula
E4	E4	=SUMIFS($B$4:$B$15,$A$4:$A$15,">="&"1/1/23",$A$4:$A$15,"<="&"31/3/23")
E5	E5	=SUMIFS($B$4:$B$15,$A$4:$A$15,">="&"1/4/23",$A$4:$A$15,"<="&"30/6/23")
E6	E6	=SUMIFS($B$4:$B$15,$A$4:$A$15,">="&"1/7/23",$A$4:$A$15,"<="&"30/9/23")
E7	E7	=SUMIFS($B$4:$B$15,$A$4:$A$15,">="&"1/10/23",$A$4:$A$15,"<="&"31/12/23")

 

[alansidman]

Here is an alternative means to the end with Power Query

let
    Source = Excel.CurrentWorkbook(){[Name="Table1"]}[Content],
    #"Calculated Quarter" = Table.TransformColumns(Source,{{"Date", Date.QuarterOfYear, Int64.Type}}),
    #"Grouped Rows" = Table.Group(#"Calculated Quarter", {"Date"}, {{"Total by Qtr", each List.Sum([Value]), type number}})
in
    #"Grouped Rows"