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Creating quarterly reports in
Keep it simple
Last year, I wrote a blog post about managing quarters, explaining how linking months to your preferred quarter gives you flexibility. That post focused on data architecture.
This post builds on that idea and explores another approach related to presenting your data. While ’s grouping feature is useful, it doesn’t always work well with standard quarterly data.
Like here, we sometimes need a separate table with some of the same information as our original table. This post will show you how to populate this second table.
We have four stores, each with data for 12 months, which we’ve grouped into quarters using a simple formula. January, February, and March make up Q1, and so on. With four stores and 12 months of data per store, the table has 48 rows.
The screenshot shows the formula to transfer the data from one main table to the other table. We’re focusing on: the years, the stores, the individual records, and the quarters.
A good dataset makes formulas easier to write. We first check the years used, looking at the year table. Then, using the store table, we…
