This article is a method on how to use Running Quarters Balances in a report.
To get quarter balances you need period balances and then reference to the Quarter Balances
1. First make a normal report and have expanding group on column by Period with a Year to Date Function.
2. Next make an expanding group on both the inner Group plus one. Go to FYQuarter in the Period Dimension for this Grouping.
3. Now make the Grouping
4. Next add an OFFSET command to reference the last period and put in either an Excel Grouping or hide columns so you have the last period of the Quarter.
5. The last part it to add the Year to Date Period Function on the Row to get Running Balances
Solver Cloud, Period Functions, Running Balance, Quarters.