Group by Quarter/Date

Misty Dennis shared this question 25 days ago
Answered

Hello - I have a date field (called FirstOnlineDate) and need to group that field by fiscal quarter (group = FY Quarter). I have tried the Grouped Data function on both the report and the view, but I'm not getting the results I'm looking for. Instead of getting a quarter value (FY20 Q1, FY20 Q2, etc) in the new FY Quarter column, I'm just getting the same date value that's in FirstOnlineDate. I also tried to create a date function in the view, but the default quarters do not match our fiscal quarters. Where did I go wrong here? Or am I misunderstanding how the grouped data works?

Comments (6)

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Hi Misty,


Thanks for your message!


So that I can attempt replicating what you are seeing, could you please let me know which version of Yellowfin you are using? You can find this information by visiting the /info.jsp page.


Kind regards,

Simon

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Hi Simon - I'm using 9.2.

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Hi again Simon - please disregard. Turns out I did something wrong :) Everything is working as expected.

Can you tell me though if it's possible to change the default quarter number when applying a date function in the view? Our fiscal year starts in October, so instead of October = 4, I would like it to = 1.

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Hi Misty,


Not a problem, I'm glad to hear you figured it out! You should be able to create a Reference Code based on the column with the grouped by Data, and create a custom sort, starting with October. This wiki article explains more, where you should be able to create the Reference column from within the Report.


Let me know how you go!


Kind regards,

Simon

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Hi Misty,


I just wanted to check in to see how you are travelling with this. Let me know if there is anything else I can help to clarify, otherwise I can go ahead and mark this question as answered.


Kind regards,

Simon

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Hi Simon - I'm all good, you can close this ticket. Thank you!