Report Formula for Header fields
Hi, I need a report formula that will change the header/column name to whatever year is "Year 1" based on a date (a start date, let's say). How do you do that?
Forum Discussion
I don't have access to pipelines. Any non-pipeline way?
MarkShnier__You
Qrew Legend
Qrew LegendSort of. You can use a webhook. I can show you the syntax for that. But the question would be what to use as a trigger as it needs to run I guess just once a year. Do you want to push a button to trigger the renaming?
I think part of the problem is that - these aren't static years. They'll change based on the Business case date - so is this like an "alias" type thing, or is this an overwrite every day?
Yes a button is a good idea- MarkShnier__You
I may have completely misunderstood your question. If you have a bunch of records and inherently each separate belongs in a particular year column based on a date field or a calculated numerical year, you should use a Summary report and use column grouping on the date, grouping by year.
Hi Mark, I also am not great at explaining, so no worries, I appreciate any help you have. You're always so patient and helpful with everyone.
let me give a better screenshot.
I'm using a regular table report instead of a summary report because they need to see each record and it's data like this:
Each business case will have a different set of 5 years they're working with, and that's based on the IC date.For instance this one - the IC date is in 2024. the first year is 2024, second third and so on you can see there.
But another business case - such as this example - has it's first year in 2025.
Would each business case need it's own report? Is there a way to do that with regular table reports?