Is there a way to group dates by Quarter?

[Aleksandra]

Hello,

I hope someone can help me with this one. I want to group data so I get total amounts of, for example sales, for each quarter in pie chart. Is there a way to do that in Caspio? I see date roll up options, but there are grouping by months, years, weeks. I don't see grouping by quarter anywhere. What would be the best way to do this? Thank you all in advance.

[futurist]

Hi @Aleksandra,

You can have a Formula field that checks which quarter a record belongs to based on the date, then on your Chart DataPage use that Formula field to categorize your data.

 

CASE WHEN Month([@field:Date]) >= '1' AND Month([@field:Date]) <= '3'
THEN
'Q1'

 WHEN Month([@field:Date]) >= '4' AND Month([@field:Date]) <= '6'
THEN
'Q2'

 WHEN Month([@field:Date]) >= '7' AND Month([@field:Date]) <= '9'
THEN
'Q3'

 WHEN Month([@field:Date]) >= '10' AND Month([@field:Date]) <= '12'
THEN
'Q4'

END

 

[Aleksandra]

Thank you so much @futurist, that worked. I was hoping there is more simple solution so I don't have to introduce a new field. But it is important it works.