How to get Quarters in a year.

RE: How to get Quarters in a year.

Ing Mario — Thu, 04 Apr 2024 19:48:02 GMT

HI, if you want to devide the "Year" In "Quarters" based on "Dates", here is the way to do it:

if(
  isnull(rv!record['recordType!{4d75e90b-cfa1-4109-8430-d517fc558bbb}MMS Meeting.fields.{2e6f1ac9-328d-44df-bf3a-93cc8f6bab07}startDate']),
  null,
  /* Quarter: Concatenate Q and the quarter number */
  "Q" & floor((month(rv!record['recordType!{4d75e90b-cfa1-4109-8430-d517fc558bbb}MMS Meeting.fields.{2e6f1ac9-328d-44df-bf3a-93cc8f6bab07}startDate'])-1)/3) + 1
  /* Year: Concatenate year */
  & " " & year(rv!record['recordType!{4d75e90b-cfa1-4109-8430-d517fc558bbb}MMS Meeting.fields.{2e6f1ac9-328d-44df-bf3a-93cc8f6bab07}startDate'])
)

INPUT VALUES:

OUTPUT:

RE: How to get Quarters in a year.

Mathieu Drouin — Thu, 04 Apr 2024 00:10:06 GMT

This type of expression is a little more flexible as it will work for non-standard quarters (i.e. Jan-Mar = Q4)

a!match(
  value: month(ri!date),
  whenTrue: fv!value <= 3,
  then: 4,
  whenTrue: fv!value <= 6,
  then: 1,
  whenTrue: fv!value <= 9,
  then: 2,
  default: 3
)

You can also replicate this logic in a Custom Record Field using https://docs.appian.com/suite/help/24.1/fnc_crf_customfieldmatch.html

RE: How to get Quarters in a year.

David Jimenez — Wed, 03 Apr 2024 22:25:22 GMT

Use this

trunc((month(local!date) /3),0) +1

RE: How to get Quarters in a year.

Vishal Agarwal — Wed, 03 Apr 2024 10:50:57 GMT

Great

RE: How to get Quarters in a year.

Divya — Wed, 03 Apr 2024 10:45:21 GMT

Thank you It worked.

RE: How to get Quarters in a year.

Vishal Agarwal — Wed, 03 Apr 2024 10:43:09 GMT

you can do like this by using custom record fields in record type

RE: How to get Quarters in a year.

venkatrea696188 — Wed, 03 Apr 2024 10:34:54 GMT

Then go for a Custom record field just like i suggested

RE: How to get Quarters in a year.

Divya — Wed, 03 Apr 2024 10:31:28 GMT

It is a recordtype

RE: How to get Quarters in a year.

Harshit Bumb (Appyzie) — Wed, 03 Apr 2024 09:33:54 GMT

For improved readability.

RE: How to get Quarters in a year.

Vishal Agarwal — Wed, 03 Apr 2024 09:32:14 GMT

You can try this---

if(
or(
month(todate(ri!date)) = 1,
month(todate(ri!date)) = 2,
month(todate(ri!date)) = 3,
),
"Jan-Mar",
if(
or(
month(todate(ri!date)) = 4,
month(todate(ri!date)) = 5,
month(todate(ri!date)) = 6,
),
"Apr-June",
if(
or(
month(todate(ri!date)) = 7,
month(todate(ri!date)) = 8,
month(todate(ri!date)) = 9,
),
"July-Sep",
"Oct-Dec"
)
)
)

RE: How to get Quarters in a year.

venkatrea696188 — Wed, 03 Apr 2024 09:25:32 GMT

1.If it's a recordtype go with Extract a Partial Date for creating a Custom record field and use this field in Queryrecordtype. More About Extract Partial Dates

2.If it's CDT You need to Manipulate data After Coming or you need to use between operator(Don't think it gives expected outputs).

3.instead of Multiple if's (Which is ton work) Go for a decision rule which somewhat looks like this

Call the rule, for month value pass it using month() function

RE: How to get Quarters in a year.

venkatrea696188 — Wed, 03 Apr 2024 09:14:40 GMT

Is it Recordtype or CDT?? .If it's recordtype i suggest you to use a custom record field.

RE: How to get Quarters in a year.

Divya — Wed, 03 Apr 2024 09:12:09 GMT

I have to query it from the database.

I have tried using multiple if's but it wasn't working out.

RE: How to get Quarters in a year.

venkatrea696188 — Wed, 03 Apr 2024 09:08:42 GMT

Write a Decision rule or Multiple If statements. Use Month Function to get the month of CloseDate.

month(ri!closeDate)

[quote userid="252923" url="~/discussions/f/general/34559/how-to-get-quarters-in-a-year/132463"]The grid should show case the deals based on the quarter in current year[/quote]

What do you mean by this You want to Query it from Database based on quarter or You want to just manipulate Queried Data?

RE: How to get Quarters in a year.

Divya — Wed, 03 Apr 2024 08:59:14 GMT

I have a list of deals which are created and have a field known as closing date while closing the deal.

When i closed a deal it should get reflected in other grid based on the quarter.

The quarters are divided based on Jan to mar, apr to jun, jul to aug, and oct to dec.

The grid should show case the deals based on the quarter in current year.

RE: How to get Quarters in a year.

venkatrea696188 — Wed, 03 Apr 2024 08:52:18 GMT

We need more details about your expected output