I have a report that groups the data by quarter. It names each quarter as 1/2002, 4/2002,7/2002, 10/2002. I would like it instead to say Qtr 1, Qtr 2, Qtr 3, Qtr 4. Any ideas? Thanks
Right-click on the group section and select [Change Group]
Select [Customise Group Name] and then choose the formula.
Use the formula to set text as you wish it.
You could also create a suitable formula field and put it in place of the group name. But the above method will change the name in the 'tree' as well as the report
@QtrDescription
DateVar myDate:=CurrentDate; // Change this to your date field
if myDate in Calendar1stQtr then "Qtr 1" else
if myDate in Calendar2ndQtr then "Qtr 2" else
if myDate in Calendar3rdQtr then "Qtr 3" else
if myDate in Calendar4thQtr then "Qtr 4" else "Other!"
And insert the formula in the group header. Like Madawc says, if you want to see Qtr1, Qtr2 etc in the Group Tree, make sure you change the report so it Groups on this formula field rather than the underlying date field.
Another option is to right click the group and select change group.
Under Group Options select Customize Group Field Name and select Use a Formula or Group Name and select X-2 (formula editor).
Place the following:
"Qtr " +
if {orders.order date} in Calendar1stQtr then "1" else
if {orders.order date} in Calendar2ndQtr then "2" else
if {orders.order date} in Calendar3rdQtr then "3" else
if {orders.order date} in Calendar4thQtr then "4"
How can this formula be changed to include previous years' quarters? I have a report that spans a couple of years and would like group header to say "Q1 2001", "Q3 2003", "Q2 2003", etc. without having to hardcode all the options.
I've tried incorporating DateAdd() with Calendar1stQtr and it doesn't like that.
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