There's a table that contains history by year by month per person.

I need to total the months and show them in quarters

The Months are on 01 - 12 (text)
One step maybe to do the following to convert it to number:

ToNumber(Month)

Though may not be necessary and use IN (["01","02","03"]), etc ...

Need to have the total wages for Months 1-3 as Q1, Months 4-6 as Q2, Months 7-9 as Q3 and Months 10-12 as Q4

I have Q1 - Q4 Formulas with so far

{PR_EmployeeTaxHistory.CalendarMonth} IN (["01", "02", "03"])

I am unsure how to add to this so I get a some of GrossWages only for 01-03, etc ...?

This is part one of two but need to obtain this first.


2nd part of the report need is
So an employee’s cumulative salary throughout the calendar year should be applied to the max limit.

For example if a person makes $5,000 in the first quarter, then $5,000 should be in the Unemployment UILimit in the first quarter report.

And then they make $5,000 in the second quarter, then $5,000 should be in the Unemployement UILmit in the second quarter report.

And then they make $5,000 in the third quarter, then there should be $2,600 in the Unemployment UILimit in the third quarter report.

And then they make $5,000 in the fourth quarter, there should be $0 in the Unemployment UILimit in the fourth quarter report. (Because they hit the limit of $12,600 in the third quarter for the calendar year)


Edited by techsupport - 12 Jul 2018 at 6:46pm