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Quarter Calculation

Priyanka1996
6 - Meteoroid

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

 

3 REPLIES 3
IraWatt
17 - Castor
17 - Castor

Hey @Priyanka1996,

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

IraWatt_0-1661248974592.png

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

IraWatt_1-1661249031116.png

And Finally Join the information back on:

IraWatt_2-1661249192597.png

 

Any questions or issues please ask

Ira Watt
Technical Consultant
Watt@Bulien.com 

 

 

DataNath
17 - Castor
17 - Castor

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!

 

DataNath_0-1661249232506.png

IraWatt
17 - Castor
17 - Castor

@DataNath aaahhhh nice use of start of Quarter !! ðŸ˜… lol your macro is too good!  

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