Custom Defined Parameter
I've been using Zoho for the past few days.
One of the things missing is a Custom Defined Parameter that I can use in functions as well as user settings.
One of the things missing is a Custom Defined Parameter that I can use in functions as well as user settings.
I could list multiple use cases for this but YTD and MTD would be my biggest requirement.
So for example - On the user filters I have Report Date - Which shows a date picker and I can select 2018-11-15 for example. This is linked to the User Parameter I have created paramReportDate
Now in my functions I can create Sales_YTD with something like this
SUMIF( SalesDate>='2018-01-01' AND SalesDate <= paramReportDate, SalesValue, 0 )
Now in my functions I can create Sales_YTD with something like this
SUMIF( SalesDate>='2018-01-01' AND SalesDate <= paramReportDate, SalesValue, 0 )
The Sales_MTD would be something like this
SUMIF( SalesDate>='2018-11-01' AND SalesDate <= paramReportDate, SalesValue, 0 )
SUMIF( SalesDate>='2018-11-01' AND SalesDate <= paramReportDate, SalesValue, 0 )
Changing the Date Picker would then change both the month and year to date fields I've created.
I can then go further and create a function for previous year MTD based on Subtracting a year from the paramReportDate in the function so now I can compare 2017 and 2018 up to the 15th or the 14th of each month. Therefore comparing like for like.
I can then go further and create a function for previous year MTD based on Subtracting a year from the paramReportDate in the function so now I can compare 2017 and 2018 up to the 15th or the 14th of each month. Therefore comparing like for like.
If anyone knows of a way to do this please let me know.
Thanks
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