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2017년 10월 19일 오후 2:59

Create a quarter close date field to show when the opportunity is expected to close in terrms of Quarter and Year (Q1-2018)

I want to use the standard opportunity field (CloseDate) to then create a field where the calendar quarter will be calculated and show in a format such as Q1-2018.

 

I'm running professional edition and struggling to get the formula to populate the correct way.

 

I've removed my field and am ready to start from scratch. Any help will be appreciated!
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  1. Sunil Sarilla (M&G Investments)
    2017년 10월 19일 오후 3:11

    Hi the formula will be as below

    "Q"+TEXT(CEILING(MONTH(CloseDate)/3))+"-"+TEXT(YEAR(CloseDate))

    make sure the formula return type is text

     

     
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