Loading

Displaying Year to Date Excluding Current Month

Publiseringsdato: May 3, 2026
Oppgave
How to display year to date (YTD) data while excluding data from the current month.
Trinn
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. 
Knowledge-artikkelnummer

001466231

Vedlegg

CalculatedFieldExample.twbx

1471 KB

 
Laster
Salesforce Help | Article