Yearly totals for quarterly report starting in April (1 Viewer)

[jukos]

Starting with the report wizard I created a quarterly report. I was able to get it to show the groups displayed as the right quarter...so Q1 is april to june. The issue I have now is that the annual total is showing as the sum of would be quarters starting in Jan. I suspect the issue is with grouping but not sure how to get around this. I have attached images to try and explain better.

 

[plog]

You should do the datentime formatting in a query, then use those fields to group by in the report.

I say 'those fields' because you should do it in 2 fields. One extracts the quarter, the other the Year. That way you can ensure the report groups and sorts correctly.

 

[arnelgp]

when is your Fiscal period begins?
if it starts other than January 1, then you need a UDF to
get the correspoding Fiscal Week or Fiscal Quarter of a particular date.
modify the db for your own use.
there are UDF i made there for this purpose.

 

[jukos]

Thank you for the help guys! I did use the query method that plog suggested.