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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?

Hi @kkraus ,

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(eSOOrder.OrderDate])=2024, 2SOOrder.OrderTotal], 0)

You can also use the sum function to get a total for the period.

Laura


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