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LisaB
Helper II
Helper II

This year only in calendar table

Hi,

 

I have a transaction table that holds transactions to year 2020 (due to accruals) which is giving me problem when creating YTD formulas. My idea was to limit my calendar table to only this year (now it is MAX of posting date from the transaction table), but I don't want to this manually as it is easy to forget to update the year every year.

 

Do you have any suggestions on how to solve this? Any other solutions are of course welcome too.

 

Thank you.

 

Lisa

1 ACCEPTED SOLUTION
vanessafvg
Super User
Super User

@LisaB how are you currently doing it?

 

you can set  your report filter to only look at current year

 

drag the date in and set it to relative date filtering

 

Capture.PNG





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View solution in original post

2 REPLIES 2
vanessafvg
Super User
Super User

@LisaB how are you currently doing it?

 

you can set  your report filter to only look at current year

 

drag the date in and set it to relative date filtering

 

Capture.PNG





Did I answer your question? Mark my post as a solution!

Proud to be a Super User!




View solution in original post

Hi,

 

That works, I like easy solutions. 🙂 Thank you!

 

Lisa

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