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The filter should really be in there WHERE clause not HAVING, since it is working on base fields not an aggregate. &nbsp;It will perform better.
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The sql below displays four columns of data: ID / Month / Cohort / Amt<br />
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Month is in the format of yyyymm (eg. 200901, 200902). &nbsp;<br />
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I would like to change the query so that the data is rolled up by quarter eg. 2009 Q1, 2009 Q2.<br />
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SELECT &quot;PaidClaimsAustin&quot; AS Id, [SMART-MedicalCost].Month,<wbr /> [SMART-MappingRateCellToCo<wbr />hort].Coho<wbr />rt, Sum([WCPPaidNet]/[%Complet<wbr />e]) AS Amt<br />
FROM ([SMART-MedicalCost] LEFT JOIN [%complete] ON [SMART-MedicalCost].Month = [%complete].MthCompleted) LEFT JOIN [SMART-MappingRateCellToCo<wbr />hort] ON [SMART-MedicalCost].RateCe<wbr />ll = [SMART-MappingRateCellToCo<wbr />hort].Rate<wbr />Cell<br />
GROUP BY &quot;PaidClaimsAustin&quot;, [SMART-MedicalCost].Month,<wbr /> [SMART-MappingRateCellToCo<wbr />hort].Coho<wbr />rt, [%complete].Site, [SMART-MappingRateCellToCo<wbr />hort].SDA<br />
HAVING ((([%complete].Site) Like &quot;*Texas&quot;) AND (([SMART-MappingRateCellTo<wbr />Cohort].SD<wbr />A)=&quot;Travis<wbr />&quot;));<br />
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A similar question was posted here:<br />
<a href="https://www.experts-exchange.com/questions/26602361/Change-a-query-to-roll-up-data-by-quarter.html" rel="ugc">https://www.experts-exchange.com/questions/26602361/Change-a-query-to-roll-up-data-by-quarter.html</a><br />

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The sql below displays four columns of data: ID / Month / Cohort / Amt

Month is in the format of yyyymm (eg. 200901, 200902).  

I would like to change the query so that the data is rolled up by quarter eg. 2009 Q1, 2009 Q2.

SELECT "PaidClaimsAustin" AS Id, [SMART-MedicalCost].Month, [SMART-MappingRateCellToCohort].Cohort, Sum([WCPPaidNet]/[%Complete]) AS Amt
FROM ([SMART-MedicalCost] LEFT JOIN [%complete] ON [SMART-MedicalCost].Month = [%complete].MthCompleted) LEFT JOIN [SMART-MappingRateCellToCohort] ON [SMART-MedicalCost].RateCell = [SMART-MappingRateCellToCohort].RateCell
GROUP BY "PaidClaimsAustin", [SMART-MedicalCost].Month, [SMART-MappingRateCellToCohort].Cohort, [%complete].Site, [SMART-MappingRateCellToCohort].SDA
HAVING ((([%complete].Site) Like "*Texas") AND (([SMART-MappingRateCellToCohort].SDA)="Travis"));


A similar question was posted here:
http://www.experts-exchange.com/Microsoft/Applications/Q_26602361.html


Query to sum data by Quarter

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