I’m trying to create a report designer that contains data for specific measurements from multiple different periods, (such as monthly, quarterly and annually.) Is there a way to filter for these time periods within a equation since the overall worksheet seems to be going off of one time period?
Answer
Filtering by dates within an equation in Report Designer
Best answer by lauraj46
Hi
You can specify a formula for a field or report designer variable to include the data only if the date falls within the specified range, for example to include only data for the year 2024:
=iif(year([SOOrder.OrderDate])=2024, [SOOrder.OrderTotal], 0)
You can also use the sum function to get a total for the period.
Laura
+8Hi
You can specify a formula for a field or report designer variable to include the data only if the date falls within the specified range, for example to include only data for the year 2024:
=iif(year([SOOrder.OrderDate])=2024, [SOOrder.OrderTotal], 0)
You can also use the sum function to get a total for the period.
Laura
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