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SOLVED

Using Max date and filtering to max fiscal quarter MINUS 1 to ensure a complete quarter?

Dan5
8 - Asteroid

Hi All, 

 

I have a function that filters records by max date, which i calculate using the summary tool on fiscal quarter (ex: 2021 Q3, 😞

 

[Snapshot Fiscal Quarter]=[Max_Snapshot Fiscal Quarter]

 

I am running into issues where the max year/quarter is in the current quarter, which may be incomplete still, so i would like to filter to "max-1", to ensure I have the most recent closed quarter. 

 

How can I write this filter, given my date format above? Ideally, so it doesnt break as we roll into new years down the line. 

Emil_Kos
15 - Aurora

Hi @Dan5,

 

Just group the records by Quarters and pick the second one. Append this to the data and you will be able to use it as a filter

 

Emil_Kos_0-1615298258847.png

 

Dan5
8 - Asteroid

thanks, nice solution!

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