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soniasweety
Master
Master

Future Data

Hi all

Tresesco B     is there any way of getting like in this  below requirment  Default

i  want to achieve in the dashboad   on open  trigger

by default   current quarter and next 3 quarters [means 4quarters should be selected]

i have quarter field

2017Q1

2017Q2

..

2018Q4

2019Q1

2019Q2

2019Q3

2019Q4

for example current quarter is 2018Q3  so my requirment is    to be default selction   2018Q3,2018Q4,2019Q1,2019Q2

it should be dynamic    ....if i will be in 2019Q1 ...it will treat as 2019Q1 as current  like that

thanks

Sony

1 Solution

Accepted Solutions
tresesco
MVP
MVP

11 Replies
tresesco
MVP
MVP

Do you have a financial year calendar? What is the quarter for you today (7th Sept 2018)?

soniasweety
Master
Master
Author

No I dont have any calendar... i m getting the Quarter column directly from database ...

current quarter is 2018Q3

soniasweety
Master
Master
Author

it is taking    2018Q4 2019Q1,2019Q2,2019Q3,2019Q4 also

  ='=Rank(Quarter<=Year(Today())&''Q''&Ceil(Month(Today())/3), Quarter)<5'

soniasweety
Master
Master
Author

Hi  tresesco

attaching the sample.

soniasweety
Master
Master
Author

Hi Liron Baram  any idea on this?

tresesco
MVP
MVP

Try search string like:

='=Rank( if(Quarter>=Year(Today())&''Q''&Ceil(Month(Today())/3), -(Left(Quarter,4)*10+Right(Quarter,1))))<5'

manoj217
Creator III
Creator III

Document properties-on open trigger is available. but it will work only once while open the document it will select

tresesco
MVP
MVP

Check attached.

soniasweety
Master
Master
Author

No Sir  still it is taking fromquart.PNG  2018Q4 only it should take the 2018Q3,2018Q4,2019Q1,2019Q2