Skip to main content
Dani Sloan (Community Brands)Steve Molis のフィードに投稿

@Steve Molis Given your wizardry with formula fields I'm wondering you have any tricks up your sleeve that will help me "automate" some monthly reports.  We report out on Rest of Year (ROY) which is the 1st day of the current month through 12/31/2018.  I'd like to create a formula for reporting that I can use as a filter that will automatically "advance" the dates to the 1st of a new month.  So right now our reports are hard coded with 3/1/2018 - 12/31/2018 on close date of opportunity, when April hits I will go in and manually advance the starting date to 4/1/2018.  Can a formula do this for me?  Thanks!

6 件のコメント
0/9000