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Saved Searches using Rolling Period
I have created a saved search to show leads created by lead source, over a rolling 6 month period. This worked fine as of end of the last year, but I have now encountered an issue due to the formula I am using.
Here is what I use:
Current month ...
case when to_char({datecreated}, 'MM') = to_char({today}, 'MM') then 1 else 0 end
Following months (changing -X accordingly) ...
case when to_char({datecreated}, 'MM') = to_char({today}, 'MM')-1 then 1 else 0 end
It is not working now since Jan being 01, less say 4 is -3, which of course is not a month.
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