inquarter - script and chart function

This function returns True if timestamp lies inside the quarter containing base_date.

Syntax:

InQuarter (timestamp, base_date, period_no[, first_month_of_year])

Return data type: Boolean

In Qlik Sense, the Boolean true value is represented by -1, and the false value is represented by 0.

Diagram that shows the range of time that the inquarter() function evaluates. — Diagram of inquarter() function's range

In other words, the inquarter() function divides the year into four equal quarters between January 1 and December 31. You can use the first_month_of_year argument to change what month is considered the first in your app, and the quarters will change based on that argument. The base_date, the function identifies which quarter should be used as the comparator for the function. Finally, the function returns a Boolean result when comparing date values to that quarter segment.

When to use it

The inquarter() function returns a Boolean result. Typically, this type of function will be used as a condition in an if expression. This returns an aggregation or calculation that depends on whether a date occurred in the selected quarter.

For example, the inquarter() function can be used to identify all equipment manufactured in a quarter segment based on the dates when the equipment was manufactured.

Arguments
Argument	Description
timestamp	The date that you want to compare with base_date.
base_date	Date that is used to evaluate the quarter.
period_no	The quarter can be offset by period_no. period_no is an integer, where the value 0 indicates the quarter which contains base_date. Negative values in period_no indicate preceding quarters and positive values indicate succeeding quarters.
first_month_of_year	If you want to work with (fiscal) years not starting in January, indicate a value between 2 and 12 in first_month_of_year.

You can use the following values to set the first month of year in the first_month_of_year argument:

first_month_of_year values
Month	Value
February	2
March	3
April	4
May	5
June	6
July	7
August	8
September	9
October	10
November	11
December	12

Regional settings

Unless otherwise specified, the examples in this topic use the following date format: MM/DD/YYYY. The date format is specified in the SET DateFormat statement in your data load script. The default date formatting may be different in your system, due to your regional settings and other factors. You can change the formats in the examples below to suit your requirements. Or you can change the formats in your load script to match these examples.

Default regional settings in apps are based on the regional system settings of the computer or server where Qlik Sense is installed. If the Qlik Sense server you are accessing is set to Sweden, the Data load editor will use Swedish regional settings for dates, time, and currency. These regional format settings are not related to the language displayed in the Qlik Sense user interface. Qlik Sense will be displayed in the same language as the browser you are using.

Function examples
Example	Result
inquarter ('01/25/2013', '01/01/2013', 0)	Returns TRUE
inquarter ('01/25/2013', '04/01/2013', 0)	Returns FALSE
inquarter ('01/25/2013', '01/01/2013', -1)	Returns FALSE
inquarter ('12/25/2012', '01/01/2013', -1)	Returns TRUE
inquarter ('01/25/2013', '03/01/2013', 0, 3)	Returns FALSE
inquarter ('03/25/2013', '03/01/2013', 0, 3)	Returns TRUE

Example 1 - No additional arguments

Overview

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

The load script contains:

A dataset containing a set of transactions in 2022 which is loaded into a table called ‘Transactions’.
A preceding load which contains the inquarter() function that is set as the ‘in_quarter’ field, and determines which transactions took place in the same quarter as May 15, 2022.

Load script

SET DateFormat='MM/DD/YYYY'; 

Transactions: 
    Load 
       *, 
       inquarter (date,'05/15/2022', 0) as in_quarter 
       ; 
Load 
* 
Inline  
[ 
id,date,amount 
8188,'1/19/2022',37.23 
8189,'1/7/2022',17.17 
8190,'2/28/2022',88.27 
8191,'2/5/2022',57.42 
8192,'3/16/2022',53.80 
8193,'4/1/2022',82.06 
8194,'5/7/2022',40.39 
8195,'5/16/2022',87.21 
8196,'6/15/2022',95.93 
8197,'6/26/2022',45.89 
8198,'7/9/2022',36.23 
8199,'7/22/2022',25.66 
8200,'7/23/2022',82.77 
8201,'7/27/2022',69.98 
8202,'8/2/2022',76.11 
8203,'8/8/2022',25.12 
8204,'8/19/2022',46.23 
8205,'9/26/2022',84.21 
8206,'10/14/2022',96.24 
8207,'10/29/2022',67.67 
];

Results

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

date
in_quarter

Results table
date	in_quarter
1/7/2022	0
1/19/2022	0
2/5/2022	0
2/28/2022	0
3/16/2022	0
4/1/2022	-1
5/7/2022	-1
5/16/2022	-1
6/15/2022	-1
6/26/2022	-1
7/9/2022	0
7/22/2022	0
7/23/2022	0
7/27/2022	0
8/2/2022	0
8/8/2022	0
8/19/2022	0
9/26/2022	0
10/14/2022	0
10/29/2022	0

The ‘in_quarter’ field is created in the preceding load statement by using the inquarter() function. The first argument identifies which field is being evaluated. The second argument is a hard-coded date for May 15 that identifies which quarter to define as the comparator. A period_no of 0 is the final argument and ensures the inquarter() function does not compare quarters preceding or following the segmented quarter.

Diagram that shows the range of time the inquarter() function evaluates with May 15 as the base date, and the year divided into quarter segments. — Diagram of inquarter() function with May 15 as the base date

Any transaction that occurs between April 1 and the end of June 30 returns a Boolean result of TRUE.

Example 2 - period_no

Overview

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

The load script contains:

A dataset containing a set of transactions in 2022 which is loaded into a table called ‘Transactions’.
A preceding load which contains the inquarter() function that is set as the ‘previous_quarter’ field, and determines which transactions took place in the quarter preceding the quarter of May 15, 2022.

Load script

SET DateFormat='MM/DD/YYYY'; 

Transactions: 
    Load 
       *, 
       inquarter (date,'05/15/2022', -1) as previous_qtr 
       ; 
Load 
* 
Inline  
[ 
id,date,amount 
8188,'1/19/2022',37.23 
8189,'1/7/2022',17.17 
8190,'2/28/2022',88.27 
8191,'2/5/2022',57.42 
8192,'3/16/2022',53.80 
8193,'4/1/2022',82.06 
8194,'5/7/2022',40.39 
8195,'5/16/2022',87.21 
8196,'6/15/2022',95.93 
8197,'6/26/2022',45.89 
8198,'7/9/2022',36.23 
8199,'7/22/2022',25.66 
8200,'7/23/2022',82.77 
8201,'7/27/2022',69.98 
8202,'8/2/2022',76.11 
8203,'8/8/2022',25.12 
8204,'8/19/2022',46.23 
8205,'9/26/2022',84.21 
8206,'10/14/2022',96.24 
8207,'10/29/2022',67.67 
];

Results

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

date
previous_qtr

Results table
date	previous_qtr
1/7/2022	-1
1/19/2022	-1
2/5/2022	-1
2/28/2022	-1
3/16/2022	-1
4/1/2022	0
5/7/2022	0
5/16/2022	0
6/15/2022	0
6/26/2022	0
7/9/2022	0
7/22/2022	0
7/23/2022	0
7/27/2022	0
8/2/2022	0
8/8/2022	0
8/19/2022	0
9/26/2022	0
10/14/2022	0
10/29/2022	0

Using -1 as the period_no argument in the inquarter() function shifts the boundaries of the comparator quarter back by a full quarter. May 15 falls into the second quarter of the year and therefore the segment initially equates to the quarter of April 1 to June 30. The period_no offsets this segment by a negative three months and causes the date boundaries to become January 1 to March 30.

Diagram that shows the range of time the inquarter() function evaluates with May 15 as the base date, and period_no set -1, moving the date boundaries back by one quarter. — Diagram of inquarter() function with May 15 as the base date

Therefore, any transaction that occurs between January 1 and March 30 will return a Boolean result of TRUE.

Example 3 - first_month_of_year

Overview

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

The load script contains:

A dataset containing a set of transactions in 2022 which is loaded into a table called ‘Transactions’.
A preceding load which contains the inquarter() function that is set as the ‘in_quarter’ field, and determines which transactions took place in the same quarter as May 15, 2022.

However, in this example, the organizational policy is for March to be the first month of the financial year.

Load script

SET DateFormat='MM/DD/YYYY'; 

Transactions: 
    Load 
       *, 
       inquarter (date,'05/15/2022', 0, 3) as in_quarter 
       ; 
Load 
* 
Inline  
[ 
id,date,amount 
8188,'1/19/2022',37.23 
8189,'1/7/2022',17.17 
8190,'2/28/2022',88.27 
8191,'2/5/2022',57.42 
8192,'3/16/2022',53.80 
8193,'4/1/2022',82.06 
8194,'5/7/2022',40.39 
8195,'5/16/2022',87.21 
8196,'6/15/2022',95.93 
8197,'6/26/2022',45.89 
8198,'7/9/2022',36.23 
8199,'7/22/2022',25.66 
8200,'7/23/2022',82.77 
8201,'7/27/2022',69.98 
8202,'8/2/2022',76.11 
8203,'8/8/2022',25.12 
8204,'8/19/2022',46.23 
8205,'9/26/2022',84.21 
8206,'10/14/2022',96.24 
8207,'10/29/2022',67.67 
];

Results

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

date
previous_qtr

Results table
date	previous_qtr
1/7/2022	0
1/19/2022	0
2/5/2022	0
2/28/2022	0
3/16/2022	-1
4/1/2022	-1
5/7/2022	-1
5/16/2022	-1
6/15/2022	0
6/26/2022	0
7/9/2022	0
7/22/2022	0
7/23/2022	0
7/27/2022	0
8/2/2022	0
8/8/2022	0
8/19/2022	0
9/26/2022	0
10/14/2022	0
10/29/2022	0

Using 3 as the first_month_of_year argument in the inquarter() function sets March 1 as the start of the year and then divides the year into quarters. Therefore, the quarter segments are Mar-May, Jun-Aug, Sep-Nov, Dec-Feb. The base_date of May 15 sets the Mar-May quarter as the comparator quarter for the function.

Diagram that shows the range of time the inquarter() function evaluates with May 15 as the base date, March set as the first month of the year. — Diagram of inquarter() function with March set as the first month of the year

Therefore, any transaction that occurs between March 1 and May 31 will return a Boolean result of TRUE.

Example 4 - Chart object example

Overview

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

The load script contains:

A dataset containing a set of transactions in 2022 which is loaded into a table called ‘Transactions’.
A preceding load which contains the inquarter() function that is set as the ‘in_quarter’ field, and determines which transactions took place in the same quarter as May 15, 2022.

Load script

SET DateFormat='MM/DD/YYYY'; 

Transactions: 
Load 
* 
Inline  
[ 
id,date,amount 
8188,'1/19/2022',37.23 
8189,'1/7/2022',17.17 
8190,'2/28/2022',88.27 
8191,'2/5/2022',57.42 
8192,'3/16/2022',53.80 
8193,'4/1/2022',82.06 
8194,'5/7/2022',40.39 
8195,'5/16/2022',87.21 
8196,'6/15/2022',95.93 
8197,'6/26/2022',45.89 
8198,'7/9/2022',36.23 
8199,'7/22/2022',25.66 
8200,'7/23/2022',82.77 
8201,'7/27/2022',69.98 
8202,'8/2/2022',76.11 
8203,'8/8/2022',25.12 
8204,'8/19/2022',46.23 
8205,'9/26/2022',84.21 
8206,'10/14/2022',96.24 
8207,'10/29/2022',67.67 
];

Results

Load the data and open a sheet. Create a new table and add this field as a dimension:

date

Create the following measure to calculate whether transactions took place in the same quarter as May 15:

=inquarter(date,'05/15/2022', 0)

Results table
date	in_quarter
1/7/2022	0
1/19/2022	0
2/5/2022	0
2/28/2022	0
3/16/2022	0
4/1/2022	-1
5/7/2022	-1
5/16/2022	-1
6/15/2022	-1
6/26/2022	-1
7/9/2022	0
7/22/2022	0
7/23/2022	0
7/27/2022	0
8/2/2022	0
8/8/2022	0
8/19/2022	0
9/26/2022	0
10/14/2022	0
10/29/2022	0

The ‘in_quarter’ measure is created in the chart by using the inquarter() function. The first argument identifies which field is being evaluated. The second argument is a hard-coded date for May 15 that identifies which quarter to define as the comparator. A period_no of 0 is the final argument and ensures the inquarter() function does not compare quarters preceding or following the segmented quarter.

Any transaction that occurs between April 1 and the end of June 30 returns a Boolean result of TRUE.

Example 5 - Scenario

Overview

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

The load script contains:

A dataset which is loaded into a table called ‘Products’.
The table contains the following fields:
- product ID
- product type
- manufacture date
- cost price

It has been identified that due to equipment error, products that were manufactured in the quarter of May 15, 2022 were defective. The end user would like a chart that displays, by quarter name, the status of which products manufactured were ‘defective’ or ‘faultless’ and the cost of the products manufactured in that quarter.

Load script

Products: 
Load 
* 
Inline  
[ 
product_id,manufacture_date,cost_price 
8188,'1/19/2022',37.23 
8189,'1/7/2022',17.17 
8190,'2/28/2022',88.27 
8191,'2/5/2022',57.42 
8192,'3/16/2022',53.80 
8193,'4/1/2022',82.06 
8194,'5/7/2022',40.39 
8195,'5/16/2022',87.21 
8196,'6/15/2022',95.93 
8197,'6/26/2022',45.89 
8198,'7/9/2022',36.23 
8199,'7/22/2022',25.66 
8200,'7/23/2022',82.77 
8201,'7/27/2022',69.98 
8202,'8/2/2022',76.11 
8203,'8/8/2022',25.12 
8204,'8/19/2022',46.23
8205,'9/26/2022',84.21 
8206,'10/14/2022',96.24 
8207,'10/29/2022',67.67 
];

Results

Load the data and open a sheet. Create a new table and add this field as a dimension:

=quartername(manufacture_date)

Create the following measures:

=if(only(InQuarter(manufacture_date,makedate(2022,05,15),0)),'Defective','Faultless'), to identify which of the products are defective and which are faultless using the inquarter() function.
=sum(cost_price), to show the sum of the cost of each product.

Do the following:

Set the measure’s Number Formatting to Money.
Under Appearance, turn off Totals.

Results table
quartername(manufacture_date)	=if(only(InQuarter(manufacture_date,makedate(2022,05,15),0)),'Defective','Faultless')	Sum(cost_price)
Jan-Mar 2022	Faultless	253.89
Apr-Jun 2022	Defective	351.48
Jul-Sep 2022	Faultless	446.31
Oct-Dec 2022	Faultless	163.91

The inquarter() function returns a Boolean value when evaluating the manufacturing dates of each of the products. For any product manufactured in the quarter that contains May 15, the inquarter() function returns a Boolean value of TRUE and marks the products as ‘Defective’. For any product returning a value of FALSE, and therefore not manufactured in that quarter, it marks the products as ‘Faultless’.

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