Fiscal Year Quarter Formula for TouchPoint Date Taken

#Results

Updated over a week ago

ETO Results has a Quarter() function that you can use to break out the year into quarters; however, if you need fiscal year quarters (7/1 - 6/30), you can use the following formula with flattened data.

To start, you will need to grab the following objects from the query:ย 

  1. Date Taken_####_Quarter

  2. Date Taken_####_Year

With these objects, you can built the following formula:

FY Quarters
โ€‹
=(If [Date Taken_1566_Quarter] InList(3;4) Then (FormatNumber(([Date Taken_1566_Year] + 1);"####") + " Q" + ([Date Taken_1566_Quarter] - 2)) Else (FormatNumber(([Date Taken_1566_Year]);"####") + " Q" + ([Date Taken_1566_Quarter] + 2))) In ([Response ID_1566])

Replace the '0000' with the touchpoint form ID.

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