Converting months to quarters/offset quarters

[SteCP]

Hi Alteryx Community

Got a use case which I'm hoping will have a fairly simple answer...

I am doing some work on VAT return data and need to convert months and years in to Q1, Q2,Q3, Q4 etc. This is fairly simple if you have standard calendar quarters, however (without boring you on too much tax stuff!) I can't work out how to do it if there are offset quarters (so for example, quarters ending 31 Jan, 30 Apr, 31 Jul, 31 Oct and 28 Feb, 31 May, 31 Aug, 30 Nov.

Transactional data will have Base month, Year and Stagger and I want to have the expected result (highlighted in yellow on the attached spreadsheet) in a new column.

Could write a very long if statement but hoping there is a cleaner way!

Any assistance greatly appreciated! 

[Sebastian_Chaieb2 · Accepted solution]

Try to use my solution (Attached)

[Sebastian_Chaieb2]

Hi @SteCP 

Dose this solution works? If yes, please tag my response as Solved.

Thanks,

Sebastian