Loading

Displaying Year to Date Excluding Current Month

Publiceringsdatum: May 3, 2026
Uppgift
How to display year to date (YTD) data while excluding data from the current month.
Steg
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. 
Ytterligare resurser

See the Idea - Exclude Current Period from Filter Relative Date

Knowledge-artikelnummer

001466231

Bilagor

CalculatedFieldExample.twbx

1471 KB

 
Laddar
Salesforce Help | Article