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Question

Filter Monthly, Quarterly, Yearly from one Date field

  • June 1, 2023
  • 0 replies
  • 174 views

I have a table with a Maximum Date field. I'd like to create a chart that I can filter by Month, Quarter, and Year. I have managed to create 3 different charts (one for each), using formulas on that Maximum Date field to pull out the Month, Quarter, and Year, but I'd like to have 1 chart where I can simply select the appropriate Month, Quarter, or Year filter.  This chart will ultimately go to a dashboard (yet to be created). I'm just stuck on the filter part! 



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Anne McCarthy
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    This topic has been closed for replies.

    MarkShnierYou
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    well, you can make a field called YYYY and have a formula calculate that field.

    Then a field called Quarter and calculate the Quarter # as 1, 2 , 3 or 4.

    Then a field to calculate the month.

    Post back if you need help with any of those formulas.



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    Mark Shnier (Your Quickbase Coach)
    mark.shnier@gmail.com
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    Mark Shnier. Your Quickbase Coach
    MarkShnierYou
    Forum|alt.badge.img+24

    Can you give us an example of the output you want?  For example of the date is October 15, 2024, would the result need to be FY2025-Q1?

    What is the format of the result? Note that if you want to have a report that sorts by Quarter, the year would need to be included if the report will cross fiscal years.

    Mark Shnier. Your Quickbase Coach
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