Date Grouping

[DBaber]

Reposting on the correct community board.  

I am very new to Alteryx so very basic question: My company fiscal year is June 1 - May 31. Looking to group dates into quarters that corresponds to the company fiscal year. Tried the below solution:

Quarter([Date],-5,'months') 

However, I get an error stating that it does not recognize the "Quarter" function.  Looking for additional solutions. 

Thanks!

Dbaber

[Thableaus · Accepted solution]

Hi @DBaber 

Try this:

Formula Tool - New Field - Quarter:

CEIL(DateTimeMonth(DateTimeAdd([Date],-5,"months"))/3)

Cheers,

[DBaber]

Thanks! Worked like a charm.