Chart - Year over Year for Current Month

Question

My customer would like to focus the information given to City Council to just the last entered month, but also wants the prior year(s) same month as well.  Here is how the chart currently looks in Excel.

I can easily accomplish this using dynamic or standard filters.

The challenge is, he wants this to be a rolling month. So, he really wants it to be the last/newest month entered.  We obviously don't want to go update the filter every month to only show the last entry.  I can't work out the filter, or maybe a query, to make this happen.

------------------------------Gonzo -  A Newbie, but learning fast.  (Former SmartSheet evangelist who is quickly converting to QuickBase)IT Director City of New Braunfels------------------------------

ChayceDuncan · Answer

My suggestion would be to make a report-formula of type checkbox that checks if the date is the most recent month or one year prior and then user the report formula as your filter.

So for example the formula might be like:

var date current = AdjustMonth(FirstDayOfMonth(Today(),-1);

var date prior = AdjustMonth($current,-12);

$current = [Date in your record] or $prior = [Date in your record]

Then in your filter you just find that report formula field and set it equal to 1 as the value since the formula will return 1 or 0 as true/false.

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Chayce Duncan
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