I am looking to create a report that shows only the employees with a DOB this month. I am having trouble as the filter for "This Month" obviously only shows employees that were born this actual month this year (rather than the month in prior years). Is there any way to filter for only employees born this calendar month in prior years?
Thanks
5 respuestas
There are a couple of ways to do this. One way is to create a formula date field that shows their Next Birthday. This will then give you a date field that will enable you to filter the way you are trying to do in your report:
IF ( TODAY () -
DATE (
YEAR ( TODAY() ) ,
MONTH ( Date_of_Birth__c ) ,
DAY ( Date_of_Birth__c ) ) < 0,
DATE (
YEAR ( TODAY() ) ,
MONTH ( Date_of_Birth__c ) ,
DAY ( Date_of_Birth__c ) ),
DATE (
YEAR ( TODAY() +365 ) ,
MONTH ( Date_of_Birth__c ) ,
DAY ( Date_of_Birth__c ) )
)
