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User12321
Contributor III
Contributor III

Default sheets to current fiscal year

Hi all,

Upon opening of the app, I want all sheets to show only the data for the current fiscal year. 

Any suggestion is greatly appreciated. Thanks!

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1 Solution

Accepted Solutions
stevejoyce
Specialist II
Specialist II

add your <year_field> as a filter and search =<year_field> = max(<year_field>) and hit enter (selects max year dynamically).  save as bookmark, right click the bookmark and "set as default".  That's the best way to do this in my opinion.  User can change the year selection right from the selection bar if they want.

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1 Reply
stevejoyce
Specialist II
Specialist II

add your <year_field> as a filter and search =<year_field> = max(<year_field>) and hit enter (selects max year dynamically).  save as bookmark, right click the bookmark and "set as default".  That's the best way to do this in my opinion.  User can change the year selection right from the selection bar if they want.