Display quarterly results
I want to display the quarterly results from my invoices. I allready have the formula "quarter(Factuurdatum)" but I don't see how I can get the results. For now my formula is as follows: sum((select Kosten).Bedrag)
But I don't know how I have to complete the formula
10 replies
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  Something like: let q := yearquarter(Today()); sum((select Kosten where yearquarter(Factuurdatum) = q).Bedrag) Steven ps: using yearquarter() instead of quarter() gives you only the results of the current year and not the past years. 
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  To build on Steven's comments, if you have a formula field called quarter that has: quarter(Factuurdatum) Then you can find all quarter 1 records regardless of year by using: sum((select Kosten[quarter = 1]).Bedrag) the square brackets are another way of doing a where statement. 
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  Thanks for the feedback, guys - both work but when I use the following formula, I get the results of Q4 2021: let q := yearquarter(Today()); sum((select Kosten where yearquarter(Factuurdatum) = q).Bedrag) How can I change the formula so that I can see the results for Q1/2021, Q2/2021, Q3/2021, Q4/2021 and so one? I presume a new formula for each quarter and each year? 
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  The formula is working exactly like Steven said it would, see his ps comment. If you want to create a formula that finds the current year quarter 1 then you can change either: let q := 1; <- change the value of the variable used in the select statement sum((select Kosten where yearquarter(Factuurdatum) = q).Bedrag) or (remove the variable assignment) sum((select Kosten where yearquarter(Factuurdatum) = 1).Bedrag) <- hard code the quarter number into the select statement 
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  Thx Fred but unfortunately the result is still 0,00 € (whereas there should be a number). Could it be because the value in yearquarter is displayed as "2021 Q1" instead of "1"? 
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  Yes, sorry. I was thinking quarter not yearquarter. Give it a try and let us know. 
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  Jarno, I would create a choice field (in this example called Kwartaal) with 4 choices in order Kwartaal1,Kwartaal2,Kwartaal3 en Kwartaal4. With this, you can choose which quarter you want to show. The formula would then be: let q := Kwartaal; sum((select Kosten where year(Factuurdatum) = year(today()) and quarter(Factuurdatum) = q).Bedrag) Steven 
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  Thx guys, but it still does not work I'm afraid. Could ik be because my summary table is a different table than the expenses table? The hierarchy is as follows: 1. Werven (=Construction sites) 1.a) Kosten (=Expenses) 1.b) Vorderstaten (=Progress states) 2. Samenvatting (=Summary) I tried to get the summary on the "Samenvatting" table where I want to create a dashboard of some sort. 
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  Update - thanks to your input, the puzzle was solved: sum((select Kosten where year(Factuurdatum) = year(today()) and quarter(Factuurdatum) = q).Bedrag) ==> instead of "q" I put "1" for the first quarter, "2" for the second quarter etc. Thanks again! 
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  Jarno, Verdere Hulp nodig? Contacteer mij gerust. Mijn gegevens zijn te vinden in de Partner Pagina. Steven 
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