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Sapiens.BI helps you produce effective reports with charts in a fast and easy way. It is a SugarCRM BI plug-in with powerful reporting capabilities, ease of use, elegant design, and a quick and easy setup. This Reporting Tool is easy to use, there is no need for technical knowledge or SQL. The Sapiens.BI tool comes with over 100 pre-built reports.

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#2370 - Calculated Field

Closed General Question created by tiagozwick 8 years ago

It was not possible to download the documentation, I hope you can clarify this question. * Under calculated fields I would like to calculate the Fiscal Year Quarter (FY16-Q1, FY16-Q2,...) based on a standard date (22.07.2016); considering the first quarter starts on April 01st.

  1. sapiens-bi-primary-contact member avatar

    sapiens.bi

    8 years ago

    Your are right, you can use calculated fields for Fiscal Quarter:

    First of all you should use add date function; + 3 Months (please see attached sample sent to your e-mail);

    When the fiscal date is calulated, you can use it under "Grouping and Sorting" tab;

    Please use "Group & sort" option; choose your calculated fiscal date, and select 'Quarter' or 'Year with Quarter'

    Best Regards, IT Sapiens Team

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