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Hi All,

 

I want to create MTD / YTD range in report so that using range like this month, current Year i will able retrieve data.

 

MTD and YTD range selection in report
2 answers
  1. Nov 24, 2016, 1:42 PM
    Hi Sam,

     

    One solution is , create formula fields in the object to display relevant values.

     

    e.g

     

    TEXT(Year(DateValue(StartDate)))

     

    If StartDate is Date Field and Not DateTime field, then DateValue function is not required.

     

    similarly create different fields for Month, days etc.

     

    displaying Sep for range between Aug and October, you need to tweak the formula to meet this requirement.

     

    Then, add these formula fields in report.

     

    Hope this helps!
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