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Kindly try: CASE WHEN EXTRACT(Month FROM {yourdatefield}) IN (7, 8, 9) THEN 'Q1' WHEN EXTRACT(Month FROM {yourdatefield}) IN (10, 11, 12) THEN 'Q2' WHEN EXTRACT(Month FROM {yourdatefield}) IN (1, 2, 3) THEN 'Q3' WHEN EXTRACT(Month FROM {yourdatefield}) IN (4, 5, 6) THEN 'Q4' END
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Hi Lea, I think workbook uses typical quarter like Jan - Mar as Q1 and so on. As a workaround, you can try to create a formula for your date field. See sample below: CASE EXTRACT(Month FROM {yourdatefield}) WHEN 4 THEN 'Q4' WHEN 5 THEN 'Q4' WHEN 6 THEN 'Q4' WHEN 7 THEN 'Q1' WHEN 8 THEN 'Q1' WHEN 9 THEN 'Q1' WHEN 10 THEN…