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Reporting: Grouping: Custom Fiscal Quarter


Level 10
Has anyone attempted to do this type of reporting? I'm a bit confused by the code. We only want Fiscal 17 which started in October. Also, I still want to have other groupings along with this particular one. Text Mode Code group.0.linkedname=direct group.0.namekey=plannedstartdate group.0.notime=false group.0.valueexpression=IF({plannedStartDate} < DATE("10/4/09"), "FY 2009", IF({plannedStartDate} < DATE("1/2/10"), "Q1 2010",IF({plannedStartDate} < DATE("4/3/10"), "Q2 2010", IF({plannedStartDate} < DATE("7/3/10"), "Q3 2010", IF({plannedStartDate} < DATE("10/2/10"), "Q4 2010", IF({plannedStartDate} < DATE("1/1/11"), "Q1 2011", IF({plannedStartDate} < DATE("4/2/11"), "Q2 2011", IF({plannedStartDate} < DATE("7/2/11"), "Q3 2011", IF({plannedStartDate} < DATE("10/1/11"), "Q4 2011", "FY 2012"))))))))) group.0.valueformat=atDateAsWeekString

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1 Reply


Level 3
Thank you OP. I leveraged this code and got it to work. Saved it as a Grouping that I can now apply to various reports. Our FY runs August-July. I had to manipulate the FY groupings to fit my dataset (so August, Sept, and October were included in Q4 FY20). See below for my 're-jiggered' code, good luck. group.0.linkedname=direct group.0.namekey=plannedcompletiondate group.0.notime=false group.0.valueexpression=IF({plannedCompletionDate}