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Question

QB Formula to categorize months

  • October 6, 2020
  • 0 replies
  • 42 views

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 Month, Next Month, All Others.

What would be the most efficient way to get this done? Currently, I am looking at creating a few extra fields in the table and calculating the current month and the dispatch date relevant to the current month for all the records in the table.


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Niraj Shah
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This topic has been closed for replies.

MarkShnierYou
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Try 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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