I'm trying to create custom variables for my client's Fiscal Quarter and Fiscal Year, which are on a different calendar than the normal calendar year. I can create categorical numerical or text values in Data and Analysis -> Analysis -> Create Variable; but that doesn't translate into the dashboards as a date variable for trending purposes. I also tried Data and Analysis -> Tools -> Create New Field. It can create a date variable, but it looks like every record needs to be updated as data is collected (not feasible for this 5-year study). Any ideas?

Hi, @pcooper94! I just wanted to jump in here and let you know that variables created in Stats iQ can only be pulled into crosstabs and not dashboards. In regards to creating a new field, I would recommend that you reach out to our Support Team so that they can better understand your use case and help you out! 😃

Hi Justin,The answer is sort of yes and sort of no. We have a sampling department that processes our sample files before we load them to Qualtrics. We found one solution was to have the sampling team add a FISCQTR variable and just move it in to the survey as embedded data.Another option is to create an embedded data variable in the Survey Flow, and populate it based on a date that already exists in the dataset. For example, if Quarter=2, FISCQTR=3. However, you can't base it on the date of the survey, as far as I can tell -- metadata cannot be a condition for Branch Logic in the Survey Flow.The best option I've seen so far is to create a variable called TRENDQTR or something along those lines. This variable would have a unique value for each combination of fiscal year and fiscal quarter, so that you only have to filter on one variable when you are looking for data from a certain quarter.If you do that, you can create trendline charts using the Simple Chart widget type, with TRENDQTR as the X axis. This works really well for trending by quarter or month (TRENDMTH). If you need weekly or daily trends, it makes the survey logic too burdensome, in my opinion. It's also important to note that none of these options create a field that Qualtrics recognizes as a Date. Therefore, the automatic date-collapsings that Qualtrics usually would offer in dashboards (year, six months, quarter, month, week, day) are not available.Hope this helps!-Pam

How to create custom variables for Fiscal Quarter and Fiscal Year based on a date value?

How to create custom variables for Fiscal Quarter and Fiscal Year based on a date value? | Experience Community

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