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Calculated columns to sum numbers in months into quarters & years

Chris asked on March 13, 2019

I’m trying to create a more complex calculated column to combine numbers listed in months into quarters, i.e. I want to create a calculated column called “Q1” that is the sum of numbers listed in the “January, February & March” columns of my report. 
I also have an off-year fiscal year so Im trying to combine numbers in a column for the months of Feb 1-Jan 31, similar to what I’m attempting for quarters.

1 answer

Tanya Gryshko Tanya Gryshko Flexmonster March 15, 2019

Hello, Chris,
Thank you for contacting us.

We suggest using "year/quarter/month/day" data type to see already aggregated data for Q1. Please have a look at the following example: Does this approach work for you?

As about more advanced approaches, please explore the new filters available since version 2.7. Click on Date hierarchy on the grid and select Filter by: Dates in the pop-up window. There you will be able to select different filtering conditions.

Please share your feedback.


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