I had a customer ask me how to align his quarterly reports with his organization's fiscal calendar. By default, Toad Data Point uses the tradition quarterly schedule, e.g. Jan through March is Quarter 1 (Q1), April through June is Q2, etc. However, the customer's organization uses a fiscal calendar where the months are offset by one month as below.
|February - April||Q1|
|May - July||Q2|
|August - October||Q3|
|November - January||Q4|
To solve this reporting dilemma, I suggested that he use Toad Data Point's Transform and Cleanse (T&C) functionality in lieu of SQL code to do the heavy lifting for him. This requires only two steps in T&C so here we go...
- Create a calculated column getting the month name from the date column you are reporting on, in this case ORDER_DATE.
2. Create a four step grouped column that puts the appropriate months into the correct quarters. In this example, I am aligning months to quarters per the table above.
Then the user can drag & drop those cleansing steps down to their transform library in the bottom right so they can reuse as needed.
I hope this helps with your quarterly reporting tasks. Cheers!