Aggregate Data

MikeDBMan

Well-known Member
Joined
Nov 10, 2010
Messages
610
When transforming data I have a situation. A field called "Booking Qtr" comes in from a source with 4 choices right now:
FY19-Q3
FY19-Q4
FY20-Q1
FY20-Q2

When we are in Q4, FY19-Q3 "drops off" an then the data will also have records with FY20-Q3.

I want only 2 groups of data: "Current", which today is FY19-Q3 and "Beyond" which is everything else. How do I transform the data without manual manipulation every new quarter?
 

Excel Facts

How to fill five years of quarters?
Type 1Q-2023 in a cell. Grab the fill handle and drag down or right. After 4Q-2023, Excel will jump to 1Q-2024. Dash can be any character.

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