Bring your best ideas to the AI Use Case Contest! Enter to win 40 hours of expert engineering support and bring your vision to life using the powerful combination of Alteryx + AI. Learn more now, or go straight to the submission form.
I used a datetime formula to calculate the quarter (where [Min_ContractDate] is the min for that specific client. I assumed the quarter was based on calendar months, as the instructions didn't specify what to do if a contract started mid-month. That didn't really matter, anyway, since all of the contract dates started on the first of the month!