Using a reference sheet to bring in reference dates (e.g., 6 months ago, last month, etc)

Lauren Y

I thought it would be easiest to create a reference sheet to house dates so I'm not constantly creating timeframe stipulators in my sheets, especially now that I am trying to create portfolio level rollups. When I observe the switch over from Mar to April, it seems like in order for the reference sheet to show April 1, I actually have to open it and then it will populate new timeframes in linked sheets. Is this intended behavior? re-writing date formulas is tedious and Im trying not to clog up columns, is there another solution you all have used that is better?

<note, we now have AWM and all products if the answer lies in any of those.>

Paul Newcome

Insert a date type column in your reference sheet then set up a record a date automation to run daily at 12:00 and record the date in the new date column. This will force the TODAY() function to update on the back-end which should push the rest of your formulas.