Forum Discussion

ValueCreate's avatar
ValueCreate
Icon for Helper I rankHelper I
6 years ago

Formula That Only Includes Data Within The Last 5 Years

Hi! I hope I'm able to word this right. I'm essentially asking if theres a way to max out the formula below after 5 years. The formula below is looking back at a historical data. For example, right n...
Need Help
Show and Tell
Tips and Tricks
v-lili6-msft's avatar
v-lili6-msft
Icon for Community Support rankCommunity Support
6 years ago

hi ValueCreate 

Just add a conditional in the formula as below:

&&YEAR( 'ValueCreation Ratios' [EffectiveDate])>=YEAR( 'ValueCreation ProjectedQuarters' [ProjectedQuarterEndDate] )-5

 

in the red arrow of this screenshot:

 

Regards,

Lin

  • ValueCreate's avatar
    ValueCreate
    Icon for Helper I rankHelper I
    6 years ago

    Thanks Lin! I will take a look at this next week and let you know if it works.

     

  • ValueCreate's avatar
    ValueCreate
    Icon for Helper I rankHelper I
    6 years ago

    Hi,

     

    So adding that conditional formatting did not work. As you can see in the image below all the averages changed (each Q1 should be the same number, and so on for the other quarters) and it removed the last 4 quarters (6.30.25-3.31.26).