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Displaying Year to Date Excluding Current Month

Udgivelsesdato: May 3, 2026
Opgave
How to display year to date (YTD) data while excluding data from the current month.
Trin
The following instructions can be reviewed in the sample workbook found in the Attachments section.
  1. Go to Analysis > Create Calculated Field.
  2. Enter a name, e.g. YTD - Exclude Last Month
  3. Enter the formula: 
    DATEDIFF('month',[Order Date],Today()) > 0 AND DATEDIFF('year',[Order Date],Today())= 0
  4. Click OK.
  5. Drag this new field onto the Filter shelf and select True.
  6. Click OK.  
  7. (Optional) If there are other date range filters on the view, click the drop-down arrow for the quick filter and select Only Relevant Values. 
Yderligere ressourcer

See the Idea - Exclude Current Period from Filter Relative Date

Vidensartikelnummer

001466231

Vedhæftede filer

CalculatedFieldExample.twbx

1471 KB

 
Indlæser
Salesforce Help | Article