Set Analysis for Current Quarter

[alwayslearning]

Hi,

I am trying to create an expression which will sum a field just for the current quarter.

My quarters period are not default and need to change to the below:

Aug-Oct = Q1

Nov-Jan=Q2

Feb-Apr=Q3

May-Jul=Q4

I am trying to use Set Analysis:

=Sum({< DATE = {'>=$(=Date(vQuarterStart))<=$(=Date(vQuarterEnd))'} >} Revenue)

I need help with how I can set up the variables, vQuarterStart and vQuarterEnd to always be the current Quarter, first and last date?

e.g so if you looked at the field today it should show the sum between 01-Nov-17 - 31-Jan-18

Thanks.

[tresB · Accepted solution]

try using third parameter (first month of the year), like:

vQuarterStart=QuarterStart(today(),0,8)

vQuarterEnd=QuarterEnd(today(),0,8)

[sunny_talwar]

Try this

=Sum({<DATE = {"$(='>=' & Date(QuarterStart(Today(), 0, 8)) & '<' & Date(QuarterStart(Today(), 1, 8)))"}>} Revenue)

[antonaks]

You can use this expression to define a quarter:

Ceil(Month(ID_DATE)/3)

[alwayslearning]

Thanks.  Works perfectly.

[alwayslearning]

Thanks Sunny