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Internal Partner How to report on Date less or equal the LAST DAY OF THE CURRENT YEAR?
Hi all,
I built a report with report type Opportunities and would like to add a filter saying Close Date <= 31.12.CURRENT YEAR. For this year it would be <= 31.12.2019.
I found in the Salesforce Documentation the following statement:
For example, instead of filtering on Close Date greater than Jan 1, 2017, filter using a relative date: Close Date equals this year.
Attached the link to the documentation:
https://help.salesforce.com/articleView?id=filter_dates_relative.htm&type=5
If I use Close Date <= THIS YEAR I am wondering if this is the correct solution, as THIS YEAR means "Starts at 12:00:00 AM on January 1 of the current year and continues through the end of December 31 of the current year". I just want to tell Salesforce, I want all records with Closed Date <= LAST DAY OF THE CURRENT YEAR without using any formulas.
If using formulas what would be a practical approach here?.
I built a report with report type Opportunities and would like to add a filter saying Close Date <= 31.12.CURRENT YEAR. For this year it would be <= 31.12.2019.
I found in the Salesforce Documentation the following statement:
For example, instead of filtering on Close Date greater than Jan 1, 2017, filter using a relative date: Close Date equals this year.
Attached the link to the documentation:
https://help.salesforce.com/articleView?id=filter_dates_relative.htm&type=5
If I use Close Date <= THIS YEAR I am wondering if this is the correct solution, as THIS YEAR means "Starts at 12:00:00 AM on January 1 of the current year and continues through the end of December 31 of the current year". I just want to tell Salesforce, I want all records with Closed Date <= LAST DAY OF THE CURRENT YEAR without using any formulas.
If using formulas what would be a practical approach here?.
SELECT Id FROM Opportunity WHERE CloseDate <= LAST DAY OF THE CURRENT YEAR
To find a value within the range, use =. To find values on either side of the range, use > or <.
https://developer.salesforce.com/docs/atlas.en-us.soql_sosl.meta/soql_sosl/sforce_api_calls_soql_select_dateformats.htm
All Answers
SELECT Id FROM Opportunity WHERE CloseDate <= LAST DAY OF THE CURRENT YEAR
To find a value within the range, use =. To find values on either side of the range, use > or <.
https://developer.salesforce.com/docs/atlas.en-us.soql_sosl.meta/soql_sosl/sforce_api_calls_soql_select_dateformats.htm