QB Formula to categorize months
I have the following summary report:
What I would really like to do is somehow get the row grouping (Dispatch Date) to be based off of the following groupings: Current Month, Previous Mon...
Forum Discussion
MarkShnier__You
Qrew Legend
Qrew LegendTry this
var date DDFirst = FirstDayOfMonth([Dispatch Date]);
IF(
$DDFirst = FirstDayOfMonth(Today()), "1. Current Month",
$DDFirst = FirstDayOfMonth(AdjustMonth(Today(),-1)), "2. Previous Month",
$DDFirst = FirstDayOfMonth(AdjustMonth(Today(),1)), "3. Next Month",
"4. All Others")
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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var date DDFirst = FirstDayOfMonth([Dispatch Date]);
IF(
$DDFirst = FirstDayOfMonth(Today()), "1. Current Month",
$DDFirst = FirstDayOfMonth(AdjustMonth(Today(),-1)), "2. Previous Month",
$DDFirst = FirstDayOfMonth(AdjustMonth(Today(),1)), "3. Next Month",
"4. All Others")
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------
Thanks, Mark. This worked well and I was able to include it in the report formula area.
I am now facing a scenario where my "All Others" section includes dates 2 months onwards but also more 2 months previously. How would I update the formula to change "4. All Others" to "4. 2 Months Onwards" that also excludes anything more previous than the last month?
Thank you.
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Niraj Shah
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I am now facing a scenario where my "All Others" section includes dates 2 months onwards but also more 2 months previously. How would I update the formula to change "4. All Others" to "4. 2 Months Onwards" that also excludes anything more previous than the last month?
Thank you.
------------------------------
Niraj Shah
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- MarkShnier__YouIF(
$DDFirst = FirstDayOfMonth(Today()), "1. Current Month",
$DDFirst = FirstDayOfMonth(AdjustMonth(Today(),-1)), "2. Previous Month",
$DDFirst = FirstDayOfMonth(AdjustMonth(Today(),1)), "3. Next Month",
$DDFirst >= FirstDayOfMonth(AdjustMonth(Today(),2)), "4. Two Months Onwards")
I was not clear about this "ask" about this
"that also excludes anything more previous than the last month?"
The formula above will calculate to null if it's not a 1,2,3 or 4.
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------- Hi Mark, I am using your formulas here to do something different.
The following will give me trailing twelve months correct? <= FirstDayOfMonth(AdjustMonth(Today(),-12))
Can you help me with trailing twelve month formula for the previous year?
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Celine Hur
------------------------------- MarkShnier__YouCeline, I think that it would be better if you posted a new question which outlined what you are trying to do.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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