quarter Script and chart function

Overview

Open the Data load editor and add the load script below to a new section.

The load script contains:

• A dataset containing a set of transactions for 2025, which is loaded into a table called Transactions.

• The date field provided in the DateFormat system variable (M/D/YYYY) format.

• The creation of two fields:

  • transaction_quarter returns the quarter in which the transactions took place.

  • transaction_quarter_march_yearstart returns the quarter of the transactions, adjusted to set March 1 as the beginning of the financial year.

Load script

SET DateFormat='MM/DD/YYYY';

Transactions:
Load
*,
quarter(date) as transaction_quarter,
quarter(date,3) as transaction_quarter_march_yearstart
;
Load
*
Inline
[
id,date,amount
8188,1/7/2025,17.17
8189,1/19/2025,37.23
8190,2/28/2025,88.27
8191,2/5/2025,57.42
8192,3/16/2025,53.80
8193,4/1/2025,82.06
8194,5/7/2025,40.39
8195,5/16/2025,87.21
8196,6/15/2025,95.93
8197,6/26/2025,45.89
8198,7/9/2025,36.23
8199,7/22/2025,25.66
8200,7/23/2025,82.77
8201,7/27/2025,69.98
8202,8/2/2025,76.11
8203,8/8/2025,25.12
8204,8/19/2025,46.23
8205,9/26/2025,84.21
8206,10/14/2025,96.24
8207,10/29/2025,67.67
];

Results

Load the data and open a sheet. Create a new table and add these fields as dimensions:

• date

• transaction_quarter

• transaction_quarter_march_yearstart