1 Reply Latest reply on Jul 12, 2016 9:59 AM by Joe Oppelt

    Year Filter to Include 13 Months?

    Todd Moses

      I have one field that is using "WINDOW_SUM" to display a running YTD total where the first month is in December of the previous calendar year.  (Rolling Sum )

       

      Now I want to filter on the year, but I want to make sure that if they chose, for example, 2016, that the date values returned include all of 2016, but also December of the previous year so that I get the correct starting point.

       

      Is this possible?

        • 1. Re: Year Filter to Include 13 Months?
          Joe Oppelt

          Don't filter on the year directly.  Give the user a parameter to choose the year, and then use a calc to grab 13 months.

           

          Maybe something like this:

           

          IF YEAR(date field) = [Year Parameter] or

          (year(date field) = [Year Parameter]-1 AND month(date field)=12)

          then 1 else 0 end

           

          Put that on the filter shelf and select for 1.