Filter records with date in current quarter

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dorian
dorian Member ✭
in ? Working with APIs

I'm trying to filter for records with a date in the current quarter (e.g. Q1 2023 is Jan 1 - Mar 31 2023). This post shows how to filter for records with a date between two dates. Will I have to calculate the start and end dates of the current quarter? If so, any suggestions on how best to do that please? I basically would need to ascertain the quarter in which the current date falls.

Thanks.

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  • dorian
    dorian Member ✭
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    Sorry perhaps I wasnt clear. My desired end result is to show all transaction quarter-to-date (QTD, i.e. for the current quarter).

    So I first need to determine the current month, to know which quarter I am in. And I need to know the current year because obviously the start/end dates of each quarter change every year.

    I have it working now using this approach:

    image.png

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  • Pawel Magdanski
    Pawel Magdanski Member ✭✭✭
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    Hi,

    I think what you are looking for is filter "transform_timestamp". if you want to calculate quarters easily you can do this like this. The result of the below variable will be a a timestamp from the beggining of march 1

    image.png

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  • dorian
    dorian Member ✭
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    Thanks @Pawel Magdanski, but I first need to know which quarter the current date falls in, before doing the above - right? How would I ascertain that?

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  • dorian
    dorian Member ✭
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    I got it. I can get the current month using the format_timestamp filter on 'now', and go from there.

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  • Pawel Magdanski
    Pawel Magdanski Member ✭✭✭
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    If you are operating with quarters then the begginning and end of every quarter is fixed in terms of date. Unless your apprach is different?

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