Loading

Finding End of Month or End of Quarter Dates

Publish Date: Apr 13, 2024
Task

How to find end of month date or end of quarter date.

Steps

See the attached workbook. To find and use end of month dates:

  1. Create a calculated field with the following calculation: 
    DAY(DATEADD('day', 1, [Order Date])) = 1
  2. Add calculated field to the filters shelf.
  3. Select True.

To find and use end of quarter dates:

  1. Create calculated field with the following calculation: DATEADD('day',-1,DATEADD('quarter',1,DATETRUNC('quarter',[Order Date]))) = [Order Date]
  2. Add calculated field to the filters shelf.
  3. Select True.

 

Additional Resources
If you want to find a date's end of month date (May 3rd, 2019 returns May 31st, 2019), see Show All Date Values as Last Day of Month
Knowledge Article Number

001458103

Attachments

End of Month or Quarter.twbx

2483 KB

 
Loading
Salesforce Help | Article