Odd CALENDAR_QUARTER behavior in aggregate model (no annual consideration)

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  • Updated 5 months ago
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Hello,
I have an aggregate of opportunities and am trying to group by calendar_quarter.  When I do, it returns only 4 quarters, not 4 quarters per year, but just 4 quarters.  So 1 includes 2018 q1 as well as 2017, 2016, etc... q1 data.  

Any thoughts on why that might be happening?  It's simply the grouping of "Calendar_Quarter(CloseDate)".

Thanks!
Paul
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Paul

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Posted 5 months ago

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Photo of mB Pat Vachon

mB Pat Vachon, Champion

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You have to group by both. Calendar_Quarter(CloseDate) and Year(CloseDate).
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Paul

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Thanks Pat, but if I wanted to plot the performance of the opportunities quarter over quarter on a line graph, how can I do that if the time attribute is in two fields?  I'd prefer not to create a custom field to do this, but that is my fallback idea (have a formula field on to show the last day of the quarter and then aggregate on that).  Thoughts?
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mB Pat Vachon, Champion

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You can create a formula field on the model.