8 Replies Latest reply on Dec 7, 2018 1:14 PM by bhargavi chittibomma

# create the date field to show the data for current month -1

Hi All,

I have sales and plan data together in a single data set. Plan data will be for the whole year and my sales data gets updated always as current-month -1 . and if I have to show any comparison of data I should show sales vs plan data as current-month -1 data.

SO I am thinking to create a calculated date field and use that field as a date field to the whole dashboards/workbook.

But not sure how to do that .. Any idea on this would be highly appreciated

Thanks

Bhargavi

• ###### 1. Re: create the date field to show the data for current month -1

So I'm thinking you have data where it's like

sales month          plan month

sale 1      Jan                         Feb

and you want to adjust the month so you can compare the data.

Make a calculated field called 'Adjusted Sales Month' with this text:

That will put both months as Feb above.

• ###### 2. Re: create the date field to show the data for current month -1

Yes,

I have the data as below

sales month          plan month

sale 1      Jan                         Feb

I wanted to compare sales vs plan which means the date comparison should  be for January month. Not Feb

• ###### 3. Re: create the date field to show the data for current month -1

I dont have separate date field for sales and Plan. IN the same date field I have both data. This also my another problem here

• ###### 4. Re: create the date field to show the data for current month -1

You can use the same formula and adjust the number in the middle that is modifying the date month.  So if you need to shift a date back a month say -1 instead of 1.

• ###### 6. Re: create the date field to show the data for current month -1

I have got my answer. Andrew's logic worked thank you

• ###### 7. Re: create the date field to show the data for current month -1

it worked thank you

• ###### 8. Re: create the date field to show the data for current month -1

Hi Andrew,

The logic which we have above(DATEADD('month', 1, [sales date])) doesn't seems to work when it comes to next month(next year). Because Plan values will be for the whole year. Where as sales data is monthly wise..

In this case not sure how to proceed

any idea on this..?