Filtering a report to an automation

MikeG1980

Hello,

Is it possible to filter a report to an open ended formula? For example, I'd like a report to only show items for the whole month of March, and automatically change over to show data for April on April 1st.

It seems like it should be able to, I just can't figure it out! The logic in my head is:

Start Date is MONTH(TODAY()). I can see I can filter where the start date is in the future or the past, but not current month.

Thanks!

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Accepted answers

Gia Thinh

Hi MikeG1980,

You can create a helper column named "Current month" with checkbox property and input the below formula:

= IF(MONTH([Start date])@row = MONTH(TODAY()), 1, 0)

Then in the report, you just filter rows that have "Current month" is checked.

Hope that help.

All comments

Gia Thinh

Hi MikeG1980,

You can create a helper column named "Current month" with checkbox property and input the below formula:

= IF(MONTH([Start date])@row = MONTH(TODAY()), 1, 0)

Then in the report, you just filter rows that have "Current month" is checked.

Hope that help.

MikeG1980

Excellent! Worked perfectly - its funny, I'm doing a similar formula in another sheet, but I didn't think of applying it here.

I appreciate the time you took to answer!

Note - my data goes back a few years, so I did another column as well validating current month and current year. Works great!

Gia Thinh

Im happy with that.

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