Select a rolling quarter

Joonas K shared this question 54 days ago
Completed

Nevermind, I found a solution to this. Not necessarily the most logical solution but it worked:

- Set a master date field that shows "Between: Last 3 Calendar Months", then a Date filter on top that shows "Not Between: This Calendar Month".


Hello

I have a dataset with fields such as Date, Spend and Users. After every quarter is over, I would like to broadcast this report to my email.

The issue I have is that I can not get it working. I'd like to be able to send this broadcast within the first few days after each quarter finishes.

For example, on April 3rd I would like to send Jan 1st - Mar 31st.

I have played around with "Last Financial Quarter", "Last Quarter", "Last 3 months" etc but nothing works. I keep getting data for either:

- The last rolling 3 months (which today would be January 25 - April 25)

or

- Jan 1st - Apr 25th (I want to exclude April)


How can I achieve this?

Replies (1)

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Hi Joonas,

Thanks for contacting Yellowfin and I hope you're well.

I'm glad you were able to find a solution to your problem. Non-standard date requirements such as this usually require a bit of tweaking to come up with something that works.

Let me know if you have any further questions on this topic.

Kind regards,

Chris

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