Hello gurus;
I am reporting on claims that have an incurred start and end date and paid start and end date. coverage is for twenty four months paid and twelve months incurred, so i need to report payments in "relative quarters" 5,6,7 and 8 after the initial incurred period
Some reports (yet to be broached) extend the reporting window for paid dates into "relative quarters" 9,10,11, and 12. It needs to be accumulating as a running total too
I have most of this in hand in a pivot table except that the pivot table insists on forgetting the running total and starting over again when the paid year changes. i need it to keep going.
Failing the functionality to display quarters bigger than four in the pivot table natively, may i please have a formula that marks up the data with a a column that returns the relative quarter number (the first four the way you'd expect, and subsequent 2 years out) on the row? this has also been and exercise in futility for me...i can see what i want but not express it.
thanks very much
drew
I am reporting on claims that have an incurred start and end date and paid start and end date. coverage is for twenty four months paid and twelve months incurred, so i need to report payments in "relative quarters" 5,6,7 and 8 after the initial incurred period
Some reports (yet to be broached) extend the reporting window for paid dates into "relative quarters" 9,10,11, and 12. It needs to be accumulating as a running total too
I have most of this in hand in a pivot table except that the pivot table insists on forgetting the running total and starting over again when the paid year changes. i need it to keep going.
Failing the functionality to display quarters bigger than four in the pivot table natively, may i please have a formula that marks up the data with a a column that returns the relative quarter number (the first four the way you'd expect, and subsequent 2 years out) on the row? this has also been and exercise in futility for me...i can see what i want but not express it.
thanks very much
drew
