Quarter Custom Field

I wanted to first mention that there’s upcoming functionality for custom quarters listed here for release next week:

https://experienceleague.adobe.com/en/docs/workfront/using/administration-and-setup/set-up-wf/configure-system-defaults/enable-custom-quarters-projects

but totally respect that your question is for calculated fields. I think in general if the quarter for your company is as simple as each quarter being a specific set of months, like Q1 = June, July and August, for example, you should looking into using a combination of CASE and MONTH for your calculated fields. So if you have a field named SampleDateField, the function MONTH({DE:SampleDateField}) would return a number between 1 and 12.

Adding a CASE function to this, for example CASE(MONTH({DE:SampleDateField}),"Q3","Q3","Q3","Q4","Q4","Q4","Q1","Q1","Q1","Q2","Q2","Q2")

is a really easy way to say “if I get a date where the month is 1, 2, or 3, this falls in the third quarter”, and so on. It’s obviously less easy if your Q1 starts halfway through a month, and if that’s the case, let’s talk. The last time I asked chatgpt this question (how many companies could have a fiscal year that doesn’t start on the first of a month) I think the answer boiled down to like…. 7 companies.

You can read up more about the syntax here:

https://experienceleague.adobe.com/en/docs/workfront/using/reporting/reports/calculated-custom-data/calculated-data-expressions