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Finding the Month-to-Date Values for the Prior Year

Дата публикации: Apr 24, 2025
Задача
How to find the month-to-date values for the prior year, relative to today. 
Действия

The steps below are demonstrated in the attached workbook.

  1. Select Analysis > Create Calculated Field.calc field.png 
  2. Name the calculated field "1 Year Ago".
  3. Enter the following calculation:
    DATEADD('year', -1, TODAY())
  4. Click OK.
  5. Select Analysis > Create Calculated Field.
  6. Name the calculated field "Date Trunc".
  7. Enter the following calculation:
    DATETRUNC('month', DATEADD('year', -1, TODAY())
  8. Click OK.
  9. Select Analysis > Create Calculated Field.
  10. Name the calculated field "Date Filter".
  11. Enter the following calculation:
    [Order Date] <= [1 Year Ago] AND [Order Date] >= [Date Trunc]
  12. Click OK.
  13. Drag the Date Filter calculated field to the Filters shelf.
  14. Select True and click OK.
Дополнительные ресурсы
Displaying Year to Date Excluding Current Month
Номер статьи базы знаний

001458281

Вложения

Filter View to MTD of Prior Year.twbx

839 KB

Filter View to MTD of Prior Year.twbx

842 KB

 
Загрузка
Salesforce Help | Article