Monday, December 3, 2018

Event Search that displays the Quarter & Year where the Date Created of an Event falls

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To create thesearch, perform the following steps:

1. Navigate to List > Search > Saved Searches > New.

2. Select Event.

3. Provide a Search Title.

4. In the Criteria tab > Standard subtab, add the filters asneeded

5. On the Results tab > Columns subtab, set the following:

 

Field

Summary Type

Formula

Custom Label

Event

 

 

 

Status

 

 

 

Owner

 

 

 

Formula (Text)

 

CONCAT ((CASE WHEN TO_CHAR ({createddate},'MM') in ('01','02','03') THEN 'Q1' WHEN TO_CHAR ({createddate},'MM') in ('04','05','06') THEN 'Q2' WHEN TO_CHAR ({createddate},'MM') in ('07','08','09') THEN 'Q3' WHEN TO_CHAR ({createddate},'MM') in ('10','11','12') THEN 'Q4' END),-(TO_CHAR ({createddate},'YYYY')))

Quarter_Year


6. Click Save&Run

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