Saturday, December 22, 2018

Formula to Use to Get the Last Day of the Quarter of any Given Date

The formula that can be used to get the last day of the quarter in a saved search:

1.    Navigate to Lists > Search > Saved Searches > New.
2.    Click any Search Type e.g. Transaction
3.    In the Results tab, add Formula (Text) - add the formula below:


4.    Save & Run or Preview the result.

Note: Change {date} with any date tag that should be used in the formula: 

e.g . {today}

if Today's date is 07/16/2017, which belongs to 3rd Quarter, the formula field will show 09/30/2017  which is the last day of the quarter.

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