Formula Numeric Fields with Conditions
I have a field called Year to Date Sales. I also have a field called Reporting Year. I have a report that needs to bring in that Year to Date Sales figure into the appropriate year i.e., 2019, 2020, e...
Forum Discussion
It sounds like your Q1, Q2, Q3 and Q4 fields need to be filtered on the current year; not the [Year to Date Sales] field which is a formula. This is probably something we can best resolve via a quick screenshare. Call me at 626 771 0454.