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ValueCreate's avatar
ValueCreate
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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...
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v-lili6-msft's avatar
v-lili6-msft
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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.