I would create a calculated field as follows:
Year([Reg Date]) = YEAR(Now()) OR Year([Start Date]) = YEAR(Now())
That field will return true or false. You can drop that onto the filter shelf in a sheet and filter that way, or create a datasource filter and set that to true.
Thank you Tom...
I need to filter this on the way in (to cut down on sheer volume of data in my workbook)... so would like to filter at the data source step. You mentioned creating a datasource filter and setting it to true... where can I do that? Is it a formula on the condition tab for datasource filters? thanks.