Discussions
Join us for complimentary one-day events around the world and step into a future fueled by AI and limitless potential. Explore new breakthroughs, sharpen your skills, and connect with experts who are shaping what’s next. Experience bold keynotes, interactive learning, and connections that span the global NetSuite community. Discover what's next at SuiteConnect Tour 2026.
Using a Formula to Show Only Data for a Fiscal Quarter in a Column
I have built a search for a client that has the date criteria built into the Columns (Results tab). For example, the first column shows Period to Date, the next column Quarter to Date, next YTD and last previous YTD. The Period to date column works fine since you can just choose a period and the YTD columns work ok because even though this client uses fiscal periods and quarters, their year still runs 1/1 - 1/31.
The issue is the QTD column. Ideally, any time you would run the report, it would pull Period to date, QTD and YTD data as of the date you are running the report; we'd prefer not to have to change any dates manually. The parameter we were using as part of a CASE WHEN statement to try and only get QTD info in a column was TO_CHAR({trandate}, 'Q') = TO_CHAR({today}, 'Q'. This would work great if they were on calendar months. But since they are on fiscal periods, this formula misses any dates that are part of the next period,