I'm very new to reporting in Salesforce so I'm struggling slightly. All I'm trying to do is set up a row level formula for a reporting month and year. For example 2020-21 or 2021-22 then to be able to filter out months, eg - 03/2020 or 04/2021 etc. Is this possible? Also, does anyone have a list of available row level formulas and examples that could be helpful at all please. TIA
3 Antworten
Hi @Dave Houghton yes you can do that (i have some ideas), can you try with the following formula: LEFT(TEXT(YOURDATEFIELD), 7)
Another way is grouping the report by date and then group date by month as i show on the screenshot (the best solution depends on your needs)
Hope it helps
Regards
Antonio
