Skip to main content

Hello - 

I need to create a dashboard for our executive team and they want it to be charts by fiscal quarter. Our fiscal quarter is off by one month, so for example October is Q3 of 2021. I know that in reports you can group by fiscal quarter. My challenge is that I need to total two fields and create a formula field from them. They want to see login % by FQ, so Total Logins/Active Users in total, not by customer. I can do the sums in of each but not eh % in a report, so I was trying to create a FQ field on my snapshot table to use in data designer, but I can’t figure out how to convert the month and year to a FQ field, i.e 3Q 21. Any suggestions? Thanks

Hi @tammy_c 

One idea is to do the computation in Data Designer and then use the summarizations by FQ directly in reporting. Would this work for you?

Thanks, but I still couldn’t figure out a way to calculate the FQ in Data Designer, so I ended up creating a separate object and just listed out all the fiscal quarters.

Reply


Terms & ConditionsCookie settings