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Show Last Month's Data on First Day of the Month

Data pubblicazione: May 30, 2025
Operazione
How to filter the view to show last month's data on the first day of the month, otherwise show this month's data.
Fasi
The attached example workbook uses the example data set Superstore to demonstrate the following instructions:

  1. Create a calculated field with a name like "this month or last month filter" with a calculation similar to the following:

    (

    DATEPART( 'day', TODAY() ) = 1

    AND DATEADD( 'month', -1, DATETRUNC( 'month', TODAY() ) ) = DATETRUNC( 'month', [Order Date] )

    )

    OR

    (

    DATEPART( 'day', TODAY() ) != 1

    AND

    DATETRUNC('month', TODAY() ) = DATETRUNC( 'month', [Order Date] )

    )

  2. Drag [this month or last month filter] to the Filters shelf

  3. In the Filter dialog, check True and click OK

Numero articolo Knowledge

001456782

Allegati

this month or last month filter.twbx

1131 KB

 
Caricamento
Salesforce Help | Article