Get previous quarter and year for filename

[craigja]

Im looking to save a file and in the filename I need the previous quarter and year.  So if I save the file in January 2021 I need to get Q4-2020 and if I save it in April 2021 I need Q1-2021.  Any ideas?

[echuong1 · Accepted solution]

You can dynamically build the file name with a formula tool. I'm pulling today's date as the basis of the quarter. 

I'm dynamically changing the file name with the option at the bottom of the output tool.

[craigja]

Great idea - and I suppose if I need the previous quarter I just -1 from the month?

[afv2688]

Hello @craigja ,

Another way to solve it:

Regards

[shreyanshrathod]

Hi @craigja ,

Let me know if this solution helps!!

I have created a customized Master which is very low maintenance and provides high flexibility.

Based on the month that you are running the workflow, I am then assigning the respective Quarter from our customized Master. Then, after concatenating the Current Year with the Quarter, you can use that to add as a Prefix / Suffix to your filename in the output Tool.

You can also Change the Entire filename.

Let me know in case of any query!!

Please mark this as solution if it satisfies your query.

Thanks,

Shreyansh Rathod

[echuong1]

For the previous quarter, you can subtract 3 months, equaling 1 quarter.

[shreyanshrathod]

Hi @echuong1 , @craigja

 Shouldn't the filename be Q4-2020 and not Q4-2021?

Sharing the updated solution here.

Please share your thoughts!!

[Idyllic_Data_Geek]

@echuong1 I have a date 2023-06-30( 2nd quarter end date) and based on it I want to derive last (1st quarter end date). It shoild be 2023-03-31. The formula datetimeadd([Current_Quarter], -3, 'months') is giving me 2023-03-30 instead of 2023-03-31. Any suggestions on how I can solve for it?