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Ab Filter criteria of rollupSuimmary to filter by current year (relative date )
Hello,
I wan to filter by date of current year, how can i do it ?
I can filter by date but do i have option to filter by YEar()
thank you in advance
I wan to filter by date of current year, how can i do it ?
I can filter by date but do i have option to filter by YEar()
thank you in advance
It is not possible .With roll up summary we can calculate the count,sum, minimum value, or maximum value of a field in the detail records.We can only summarize data records using Rollup fields.You can use Reports to filter records.
Please refer below link which might help you further
https://help.salesforce.com/articleView?id=fields_about_roll_up_summary_fields.htm&type=5
https://help.salesforce.com/articleView?id=rd_reports_overview.htm&type=5
Hope this helps you
If this helps kindly mark it as solved so that it may help others in future.
Thanks and Regards
All Answers
It is not possible .With roll up summary we can calculate the count,sum, minimum value, or maximum value of a field in the detail records.We can only summarize data records using Rollup fields.You can use Reports to filter records.
Please refer below link which might help you further
https://help.salesforce.com/articleView?id=fields_about_roll_up_summary_fields.htm&type=5
https://help.salesforce.com/articleView?id=rd_reports_overview.htm&type=5
Hope this helps you
If this helps kindly mark it as solved so that it may help others in future.
Thanks and Regards
The best solution I have come up with is to have a YEAR field and then set the field value manually each year. I was hoping for a better solution, but haven't found it yet.