Description
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”