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Set Date to next Quarter month

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  • Set Date to next Quarter month

    Hello there, I need help writing an expression that will return the first day of the nearest quarter for the year. So if I enter a record with todays date being between jan-Mar, the date should return 04/01/2015, Apr-Jun should return 07/01/2015, Jul-Sep should return 10/01/2015, Oct-Dec should return 01/01/2016.

    So far Ive found this: Addmonths(date()-(day(date())-1),1) but this only returns the first day of the next month.

    Any help is greatly appreciated.

  • #2
    Re: Set Date to next Quarter month

    Well I think I answered my own question, once I wrote this post it became clear. I changed 1 to 3:



    • #3
      Re: Set Date to next Quarter month


      Last edited by Stan Mathews; 04-21-2015, 02:56 PM.
      There can be only one.


      • #4
        Re: Set Date to next Quarter month

        Thanks stan, that looks like a complex expression that I dont think I would have been able to figure out on my own. The one I wrote was only forwarding three months past todays date and not qtr.


        • #5
          Re: Set Date to next Quarter month

          There has been much discussion in the past on this subject in several forums.
          Physical = quarterly is from the first of the calendar year and would be like jan 1 - mar 31
          fiscal = quarterly 1 would start from a date determined as the start of the taxable business year.

          Once known which way to go, calculations can be made.
          Dave Mason
          [email protected]
          Skype is dave.mason46


          • #6
            Re: Set Date to next Quarter month

            It looks more complex than it actually is and it took me several tries to get it right.

            You had the right idea with the date()-(day(date())-1).
            The number of months to be added is 3 or 2 or 1 depending on whether the current month is the first, second, or third month of the quarter (mod(date(),3)
            There can be only one.


            • #7
              Re: Set Date to next Quarter month

              Or you could make a small 'holiday' type table and hard code this static info that doesn't change often which could then be used in a lookup or a link.

              Discernment is not needed in things that differ, but in those things that appear to be the same. - Miles Sanford


              • #8
                Re: Set Date to next Quarter month

                Revisited the documentation and thought of a couple of variations.

                ?  addmonths(month_start(date()),4-if(mod(month(date()),3)=0,3,mod(month(date()),3))) 
                = {07/01/2015}
                ?  addmonths(Date_FirstDayOfMonth(),4-if(mod(month(date()),3)=0,3,mod(month(date()),3))) 
                = {07/01/2015}
                There can be only one.


                • #9
                  Re: Set Date to next Quarter month

                  Originally posted by MoGrace View Post
                  Or you could make a small 'holiday' type table and hard code this static info that doesn't change often which could then be used in a lookup or a link.
                  This is a good Idea, not only can this serve the purpose that I mentioned at the start of the thread, this could also be used to prevent employees from requesting time off for the dates that are in this table, right?

                  Stan, Thanks for the replies. All good examples of different ways to accomplish the same thing.


                  • #10
                    Re: Set Date to next Quarter month

                    Not only that, but your users can edit this table which helps to make its purpose more flexible by adding a TYPE field which can then be used to filter a lookup table.

                    Discernment is not needed in things that differ, but in those things that appear to be the same. - Miles Sanford


                    • #11
                      Re: Set Date to next Quarter month

                      Took me a while and a rethink, but

                      does the trick