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

Дата публикации: May 30, 2025
Задача
How to filter the view to show last month's data on the first day of the month, otherwise show this month's data.
Действия
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

Номер статьи базы знаний

001456782

Вложения

this month or last month filter.twbx

1131 KB

 
Загрузка
Salesforce Help | Article