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Sorting by Quarter

M
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Hi all,
I’m a novice at airtable and some of the lingo is even over my head, so please bear with me. I’m a small business owner. We use Airtable to track our projects, sales pipeline, contacts, tasks etc.

I am trying to create a custom grid view of my projects by quarter so I can see our projections. I would like to hide other info to be able to see a focused view.

I have a column which is projected close date - I thought I could filter by this field, but it’s too limiting. Could anyone help here? Appreciate the support!

Best answer by Jason11

Hi @Meredith_Winner! This article walks you through setting up a formula to output quarters of a fiscal year. Once you have the quarters setup from the formula field, you can then add a filter to a view to only show records within a specific quarter.

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  • Jason11
  • Inspiring
  • 375 replies
  • Answer
  • March 24, 2020

Hi @Meredith_Winner! This article walks you through setting up a formula to output quarters of a fiscal year. Once you have the quarters setup from the formula field, you can then add a filter to a view to only show records within a specific quarter.

airballer86
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  • airballer86
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  • 48 replies
  • September 12, 2023

@Jason11 the article link goes to a 404 page, is there a new url you can share

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