Hi team, we had a report that included a formula and would split all open opps into quarters. I can’t find the option Quarter in my report, only date. How can I group these by Quarter ? Is it simply adding a formula like they had or creating a new module for Fiscal Period, Quarter, etc. ? The second I would need help with !
Thank you !!
apply custom SQL function on date_closed (or the date field you want to consider)
CONCAT(YEAR({t}.{f}), ‘-’, QUARTER({t}.{f}))
Thanks for your reply, appreciated. I tried copy/paste but it won’t add it. I took CONCAT off/in took a ( and ) in/off but nothing. Would it be my date format ?
Actually, typed it in instead of copy/paste and it accepted it !