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How to create dynamic Saved Search Formula?

edited Sep 3, 2024 5:21PM in Ask A Guru 7 comments

Hi team,

I need a formula for a saved search to show sales information for 24 months, but need this to be dynamic, not something that will need to manually update.
In example. 12 first columns need to show data from 12 months from previous year and 12 following columns show date from 12 months of current year.

I did something that works but customer doesnt want to manually have to update, instead, would like something to be automated.

thanks in advance,

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