Quarter Calculation

[Priyanka1996]

I have data in a monthly format, I  need to convert it into a quarterly format and not include months which will not complete the quarter.

For example

Input

Month            Value

2021-01-01   100

2021-02-01   200

2021-03-01   300 

2021-04-01   400

Output

Quarter       Value

2021-01-01  600

[IraWatt]

Hey @Priyanka1996,

@DataNath made a great macro on the community to solve this: Enhanced DateTimeTrim - Alteryx Community

It will convert your dates to Quarters then you can summarize it to get your result:

And Finally Join the information back on:

Any questions or issues please ask

Ira Watt
Technical Consultant
Watt@Bulien.com 

[DataNath]

Thanks so much for the mention @IraWatt! :)

Was just about to suggesting using something like this, where you can then use a count of quarter starts to exclude those that aren't complete!

[IraWatt]

@DataNath aaahhhh nice use of start of Quarter !! 😅 lol your macro is too good!