This year only in calendar table

[LisaB]

Hi,

I have a transaction table that holds transactions to year 2020 (due to accruals) which is giving me problem when creating YTD formulas. My idea was to limit my calendar table to only this year (now it is MAX of posting date from the transaction table), but I don't want to this manually as it is easy to forget to update the year every year.

Do you have any suggestions on how to solve this? Any other solutions are of course welcome too.

Thank you.

Lisa

[vanessafvg · Accepted solution]

@LisaB how are you currently doing it?

you can set  your report filter to only look at current year

drag the date in and set it to relative date filtering

[LisaB]

Hi,

That works, I like easy solutions. 🙂 Thank you!

Lisa