hfruecht Member

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  • @mberkeley - Thank you so much for your posts to this thread! We've also requested scheduled report attachments to come as .xlsx format too! This was just enabled for us!
    in Scheduled Report - Excel Attachement Comment by hfruecht June 20
  • I added a formula step to create a filter flag and then ran the leadership through the filter tile. This appears to work but will need to test and watch as the months change. CASE WHEN MONTH(TODAY()) IN (1, 4, 7, 10) AND LeadershipDate= SUBDATE(TODAY(),INTERVAL 1 MONTH) THEN 'Previous Quarter' WHEN MONTH(TODAY()) IN (2, 5,…
    in SUBDate As Filter? Comment by hfruecht May 2024
  • Thanks @david_cunningham The data is imported monthly, eventually it will be automated. Previously, the data was only imported quarterly and I had the data tile set to filter by batch. It would pull data processed in the last 1 month. This report is generally run once a quarter so it worked but I needed to make sure the…
    in SUBDate As Filter? Comment by hfruecht May 2024
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