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I have a sample list of customer billing information for a year. I need to extract the invoices into quarters, however we have strange quarter ends due to our financial year end. The quarterly periods I need are:
The other issue is that I need to run this report quarterly, always looking back over the past twelve months. So the quarters would change based on the new twelve month period, i.e the next time it would be the twelve month period to 2019-01-31.
If I understood you correctly, you would like to extract only those rows of data matching the dates you mentioned. If so, I believe the attached workflow will do the trick. It does, however, make you input the dates you are looking for manually.