Need a “is this year” and “is last year” filter for date columns.
What are you trying to achieve
For the CRM specifically, I need to be able to set all my dashboards to “is this year” for close won dates, etc. so I can have a running dashboard of this years sales data without having to go through each chart on Jan 1 and switch the filter from “is on or after Jan 1 2025” to “is on or after Jan 1 2026”.
Right now I have a formula column that calculates if the year of the date is teh same as the year for “TODAY” and then all my charts use that column- i.e. if “year is today is YES”
I will add that I did find a good formula for generating “this/last” year values,” which can then form the basis of a filter. However, note that even here Monday throws up a roadblock, as filters are not aware of possible formula values unless they exist on a board, meaning you have to create a fake year-old project to use this filter. Formula:
SWITCH(
MIN(MAX(YEAR({NAME OF DATE FIELD})-YEAR(TODAY()),-2),2),
-2, “Past”, -1, “Last Year”, 0, “This Year”, 1, “Next Year”, 2, “Future”)
Echoing this (and the many other threads requesting it). It’s insane that project management software lacks year dating, given how much in corporate life revolves around fiscal years (and also because it’s common to filter out older projects, but a month is way too short as many projects last more than a month). Or why not an arbitrary days filter that can be any length?
And sorry to rant, but broadly, coming to Monday.com from Airtable has been an exercise in frustration. At every turn there is an arbitrary restriction, e.g., certain automation options being restricted to the status column, the lack of relative dating without needless extra steps/workarounds. These are all really, really basic project management features.