Sales Goals Tables

Hi Ivan, have you considered having the user just pick the quarter number from a dropdown, type in the year, and then use formulas to generate the quarter name, and the on which that quarter begins? That would make sure you have valid data and it would make it easier for folks to add new sales goals. So you could use these fields:

Quarter Number - Text Multiple Choice
Year - Numeric
Quarter Name - Formula Text
Quarter Start Date - Formula Date

For the Quarter Name, you can use this formula:

[Quarter Number] & " " & [Year]

and for the Quarter Start Date, you can use this formula:

ToDate(
If([Quarter Number] = "Quarter 1", "January 1,",
[Quarter Number] = "Quarter 2", "April 1,",
[Quarter Number] = "Quarter 3", "July 1,",
[Quarter Number] = "Quarter 4", "October 1,") &
[Year])

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Brian Cafferelli
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