Hagar Ahmed
10/22/2024, 6:32 PMCeligo AI
10/22/2024, 6:32 PMAI generated answer (using internal Slack threads):To default the column in a report to month, you can follow these steps: 1. Navigate to the report you want to customize. 2. Click on 'Customize' or 'Edit' (depending on your permissions and the type of report). 3. In the 'Edit Columns' section, there should be a dropdown to select the default column. If 'Month' is available, select it. 4. If 'Month' is not available in the dropdown, you can try setting it in the 'Amount' column settings. At the bottom of the settings, select 'Month' through the three columns provided. Please note that this might not be available for all types of reports. If you can't find the settings as described, you might need to create a custom report or saved search to achieve this. For saved searches, you can use the
DECODE(MONTHS_BETWEEN({today},{date}),12,{amount})
formula to create month-columns. This formula calculates the months between today's date and the date in your record, and if it's 12, it returns the amount. You would need to repeat this for 11, 10, 9, etc., to get the columns for each month. This would need to be a summary search for your purposes.
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Disclaimer:
This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes.
******Celigo AI
10/22/2024, 6:32 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.855348
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.846855938
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.84285146
Celigo AI
10/22/2024, 6:32 PM