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Quarter logic
Use data architecture to simplify the calculation
This demo focuses on simplifying quarterly logic through smart data architecture.
In many Coda documents, makers use complex, hard-to-maintain SwitchIf() formulas to map dates to quarters. This doc demonstrates a more robust relational approach: by mapping your months to a dedicated DB Q table, you can calculate quarterly sums and filter dashboard views using simple, performant lookups.
Explore the calculation tables below to see how a small structural shift allows for easier auditing and more flexible reporting.
The blog describing the followed logic you find below: ⤵️
DB Quarters
Name
trimestre
var01
var02
var03
Quarter 1
trimestre 1
January
February
March
February
March
April
March
April
May
Quarter 2
trimestre 2
April
May
June
May
June
July
June
July
August
Quarter 3
trimestre 3
July
August
September
August
September
October
September
October
November
Quarter 4
trimestre 4
October
November
December
November
December
January
December
January
February
There are no rows in this table
Name
TheDate
theQ
firstMonth
firstMonthDate
lastMonth
lastMonthDate
lastQ-Date
firstQ-Date
7/19/2023 → Quarter 3
7/19/2023
Quarter 3
July
7/1/2023
September
9/30/2024
9/30/2023
7/1/2023
11/15/2020 → Quarter 4
11/15/2020
Quarter 4
October
11/1/2020
December
12/31/2024
12/31/2020
10/1/2020
5/21/2021 → Quarter 2
5/21/2021
Quarter 2
April
5/1/2021
June
6/30/2024
6/30/2021
3/31/2021
3/30/2024 → Quarter 1
3/30/2024
Quarter 1
January
3/1/2024
March
3/31/2024
3/31/2024
1/1/2024
10/4/2022 → Quarter 4
10/4/2022
Quarter 4
October
10/1/2022
December
12/31/2024
12/31/2022
10/1/2022
1/9/2025 → Quarter 1
1/9/2025
Quarter 1
January
1/1/2025
March
3/31/2024
3/31/2025
1/1/2025
8/17/2020 → Quarter 3
8/17/2020
Quarter 3
July
8/1/2020
September
9/30/2024
9/30/2020
7/1/2020
6/23/2024 → Quarter 2
6/23/2024
Quarter 2
April
6/1/2024
June
6/30/2024
6/30/2024
3/31/2024
2/11/2023 → Quarter 1
2/11/2023
Quarter 1
January
2/1/2023
March
3/31/2024
3/31/2023
1/1/2023
9/5/2021 → Quarter 3
9/5/2021
Quarter 3
July
9/1/2021
September
9/30/2024
9/30/2021
7/1/2021
12/25/2020 → Quarter 4
12/25/2020
Quarter 4
October
12/1/2020
December
12/31/2024
12/31/2020
10/1/2020
4/18/2022 → Quarter 2
4/18/2022
Quarter 2
April
4/1/2022
June
6/30/2024
6/30/2022
3/31/2022
10/29/2023 → Quarter 4
10/29/2023
Quarter 4
October
10/1/2023
December
12/31/2024
12/31/2023
10/1/2023
3/13/2021 → Quarter 1
3/13/2021
Quarter 1
January
3/1/2021
March
3/31/2024
3/31/2021
1/1/2021
8/7/2024 → Quarter 3
8/7/2024
Quarter 3
July
8/1/2024
September
9/30/2024
9/30/2024
7/1/2024
5/2/2025 → Quarter 2
5/2/2025
Quarter 2
April
5/1/2025
June
6/30/2024
6/30/2025
3/31/2025
6/22/2020 → Quarter 2
6/22/2020
Quarter 2
April
6/1/2020
June
6/30/2024
6/30/2020
3/31/2020
1/30/2022 → Quarter 1
1/30/2022
Quarter 1
January
1/1/2022
March
3/31/2024
3/31/2022
1/1/2022
9/16/2023 → Quarter 3
9/16/2023
Quarter 3
July
9/1/2023
September
9/30/2024
9/30/2023
7/1/2023
7/8/2021 → Quarter 3
7/8/2021
Quarter 3
July
7/1/2021
September
9/30/2024
9/30/2021
7/1/2021
4/15/2024 → Quarter 2
4/15/2024
Quarter 2
April
4/1/2024
June
6/30/2024
6/30/2024
3/31/2024
2/20/2025 → Quarter 1
2/20/2025
Quarter 1
January
2/1/2025
March
3/31/2024
3/31/2025
1/1/2025
10/3/2020 → Quarter 4
10/3/2020
Quarter 4
October
10/1/2020
December
12/31/2024
12/31/2020
10/1/2020
8/25/2022 → Quarter 3
8/25/2022
Quarter 3
July
8/1/2022
September
9/30/2024
9/30/2022
7/1/2022
12/31/2023 → Quarter 4
12/31/2023
Quarter 4
October
12/1/2023
December
12/31/2024
12/31/2023
10/1/2023
4/27/2021 → Quarter 2
4/27/2021
Quarter 2
April
4/1/2021
June
6/30/2024
6/30/2021
3/31/2021
9/10/2024 → Quarter 3
9/10/2024
Quarter 3
July
9/1/2024
September
9/30/2024
9/30/2024
7/1/2024
3/6/2025 → Quarter 1
3/6/2025
Quarter 1
January
3/1/2025
March
3/31/2024
3/31/2025
1/1/2025
5/14/2020 → Quarter 2
5/14/2020
Quarter 2
April
5/1/2020
June
6/30/2024
6/30/2020
3/31/2020
7/29/2022 → Quarter 3
7/29/2022
Quarter 3
July
7/1/2022
September
9/30/2024
9/30/2022
7/1/2022
There are no rows in this table
DB Example
Name
theDate
JanLogic
FebLogic
MarchLogic
January
1/1/2024
Quarter 1
Quarter 4
Quarter 4
February
2/1/2024
Quarter 1
Quarter 1
Quarter 4
March
3/1/2024
Quarter 1
Quarter 1
Quarter 1
April
4/1/2024
Quarter 2
Quarter 1
Quarter 1
May
5/1/2024
Quarter 2
Quarter 2
Quarter 1
June
6/1/2024
Quarter 2
Quarter 2
Quarter 2
July
7/1/2024
Quarter 3
Quarter 2
Quarter 2
August
8/1/2024
Quarter 3
Quarter 3
Quarter 2
September
9/1/2024
Quarter 3
Quarter 3
Quarter 3
October
10/1/2024
Quarter 4
Quarter 3
Quarter 3
November
11/1/2024
Quarter 4
Quarter 4
Quarter 3
December
12/1/2024
Quarter 4
Quarter 4
Quarter 4
There are no rows in this table
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