I try to do a filtered view for the last complete 12 months - which I also use as basis for a some chart.
The closest I came is when I check a date “is on or after” + “number of months ago” set to 12 months.
This correctly starts at the 1st - 12 months ago - but continues until today (aka month 13).
Did I miss another option? I didn’t find a way to relatively set a period of time and couldn’t find a second filter … combined with “is before” + “current month” it would work. But there is only “on or after” and “on or before”.
@dirk_s I agree here that there is a filter options gap for “Is before current month”
I’ve also had situations where “is before current quarter” would be really nice.
I love the filter choices available when using the “Is within” selection, but wish that there were some more variable choices when using the “is on/before/after” choices in the filter drop downs.
That said, I believe you can accomplish the report you need by using the following parameters:
‘Date field’ + ‘is after’ + ‘number of months ago’ + ‘13 months’
AND
‘Date field’ + ‘is before’ + ‘number of months from now’ + ‘-1 months’
that -1 option in the number of months from now properly removed values that had dates in the current month when I ran some test filters here.
Interesting. Yes I see that now.
It seems it wouldn’t be possible to achieve your desired filter at this time unless you changed the custom date filter to include the full previous completed 12 month range, which would be quite annoying to have to re-set manually each new month.
