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Insert Selected Option in the 12 Month Sales Forecast

Insert Selected Option in the 12 Month Sales Forecast

Aug 6th, 2022

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How to Insert Selected Option in the 12 Month Sales Forecast

4.9 out of 5

45 votes

In this video tutorial, the presenter addresses a common issue where users want reports to automatically update to reflect the current month and year without manual maintenance. The focus is on creating dynamic reports that adjust automatically as months change. The presenter explains that while some users prefer their reports to show the current month, others may want to view data from the previous month, especially in finance and accounting where closing financial periods is crucial. The video includes a demonstration using a dataset with sales data organized by month to illustrate how to implement this functionality in reports.

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