Can anyone direct me on how to set up fiscal quarters?

Lori Ivey shared this question ago

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Our fiscal year begins September 1st. Based on a date format of mm/dd/yyyy, can anyone help me figure out how to set up quarters for the following:

Q1: Sep, Oct Nov

Q2: Dec, Jan, Feb

Q3: March, April, May

Q4: June, July, August

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Nathan Schroeder ●

Hi Lori,

Sorry for the delay here. Unfortunately there is no easy way to do this within the UI. I think that the best route here would be to create an elaborate custom freehandSQL calc field that basically says:

CASE WHEN MONTH(date) IN LIST (9,10,11) THEN "Q1"
WHEN MONTH(date) IN LIST (12, 1,2) THEN "Q2"
WHEN MONTH(date) IN LIST (3, 4, 5) THEN "Q3"
WHEN MONTH(date) IN LIST (6, 7,8) THEN "Q4" END

Let me know if this makes sense.

Nathan

Hi Lori,

CASE WHEN MONTH(date) IN LIST (9,10,11) THEN "Q1"
WHEN MONTH(date) IN LIST (12, 1,2) THEN "Q2"
WHEN MONTH(date) IN LIST (3, 4, 5) THEN "Q3"
WHEN MONTH(date) IN LIST (6, 7,8) THEN "Q4" END

Let me know if this makes sense.

Nathan

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Nathan Schroeder ●

Hi Lori,

I am going to set this ticket to closed for now, but if there is anything else I can do to help here, please just let me know and the case will be re-opened!

Regards,

Nathan

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