I am running into a problem with defining Quarters based on start of contract with a customer. The following code in a calculated field in the query does the job - almost.
What I seek is for the report to group monthly sales into "customer quarters" (not calendar quarters) and provide quarter summaries. Calendar quarters are fixed (ie, Q1=Jan/Feb/March, Q2=April/May/June, etc). My customer quarters would key off of the contract date. For example, if a contract started in May, its quarters would be of the form: Q1: May/June/July, Q2: Aug/Sep/Oct, etc.
The problem I am having is in the report - it does not appear to recognize year-end months; if the contract starts in November, Q1 should be Nov/Dec/Jan, with the first two months coming from the prior year and Jan coming from the next year. My report groups Jan from the beginning of the first year, Nov and Dec, as Q1.