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MBPCCX's avatar
MBPCCX
Advocate I
4 years ago
Solved

Dynamic Current Quarter Filter

Hi all,   I have a scenario where I want to apply a dynamic page filter to include only sales data in the current quarter. For example, today being 14 October 2021, I only want to see sales in this...
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  • jdbuchanan71's avatar
    jdbuchanan71
    4 years ago

    MBPCCX 

    My apologies, I needed to shift the moths a bit.  Give this a try:

    Current Qtr = 
VAR _StartOfQtr = DATE ( YEAR ( TODAY() ), FLOOR ( MONTH ( TODAY() ) -1 , 3 ) + 1 , 1 )
VAR _EndOfQtr = EOMONTH ( _StartOfQtr, 2 )
RETURN 
 [Date] >= _StartOfQtr && [Date] <= _EndOfQtr
Anonymous's avatar
Anonymous
Not applicable
3 years ago

Hi ,
Even I have the same requirement. But as per my requirement ,I need to calculate " current quarter + Next quarter " sale. 
Can you please help me with the formula?
Thnaks in advance

jdbuchanan71's avatar
jdbuchanan71
Super User
3 years ago

Anonymous 

For that we would just need this.

Current Qtr = 
VAR _StartOfQtr = DATE ( YEAR ( TODAY() ), FLOOR ( MONTH ( TODAY() ) -1 , 3 ) + 1 , 1 )
VAR _EndOfNextQtr = EOMONTH ( _StartOfQtr, 5 )
RETURN 
 [Date] >= _StartOfQtr && [Date] <= _EndOfNextQtr
  • jdbuchanan71's avatar
    jdbuchanan71
    Super User
    3 years ago

    adude 

    That would be something like this.

    Last Qtr = 
VAR _StartOfQtr = DATE ( YEAR ( TODAY() ), FLOOR ( MONTH ( TODAY() ) -1 , 3 ) + 1 , 1 )
VAR _StartOfLastQtr = EOMONTH ( _StartOfQtr, -4 ) + 1
VAR _EndOfLastQtr = EOMONTH ( _StartOfLastQtr, 2 )
RETURN 
 [Date] >= _StartOfLastQtr && [Date] <= _EndOfLastQtr
  • adude's avatar
    adude
    Frequent Visitor
    3 years ago

    Hi, can I have the formula but for just previous quarter only please? I would really appreciate it.

  • adude's avatar
    adude
    Frequent Visitor
    3 years ago

    Thank you!