Have a Report Show the Quarter in a DateTime Field

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Have a Report Show the Quarter in a DateTime Field

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I have a report currently displaying data, with one of the fields being a DateTime field. However, theres no way I can set up a way for it to display the Quarter instead of the standard date. Can this be done?

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Hello!

For this, we can use [b]Flow Inline Fields[/b]. These are calculated columns that can be used to enhance reporting data. Using these, you should be able to grab the date of the items youre reporting on and have it run through a flow to calculate the quarter.

Im attaching a link to our documentation site that provides a walkthrough on Flow Inline Fields, as well as some screenshots of what it may look like.

https://documentation.decisions.com/docs/flow-based-steps-report

[img]https://support.decisions.com/decisions/Primary/H/action/DisplayImageFile?fname=2e38589d-7040-4c68-9cfc-fb2296b70997_FlowInLineFlow.PNG&InstanceName=[/img]
[img]https://support.decisions.com/decisions/Primary/H/action/DisplayImageFile?fname=fb15e4d1-40d4-41d6-9ac1-5231ec71a4f7_FlowInLineReport.PNG&InstanceName=[/img]

In my situation, there is currently no way to grab the date as a DateTime datatype, only as a String, which unfortunately means we arent able to use the formatting tools. Instead, we make use of the Split String step to break apart the date so that were only passing through the numerical month. We can then set up a [url=https://documentation.decisions.com/docs/about-truth-tables]Truth Table[/url] that evaluates the month value and then outputs the corresponding quarter.

One important thing to note: Flow Inline Fields are fairly taxing upon a report, with a new flow having to be run for each row entry. This means that having a significant number of report rows will likely result in a degradation in performance. We typically only recommend Flow Inline Fields for reports that are showing a small amount of data.

-Ethan