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Hi Airtable Community,

 

I have created an interface with a dashboard. There, budget amounts are given as a number based on our financial year. Now I don't want to have to adjust all filters in the number configuration every year (when the financial year changes).

Does anyone have an idea how I could build this dynamically so that I only adjust the FY once and it takes the current year into account in all filters?

 

best regards

Mirko

Hi @mirkolando ,

While Airtable filters don't support this directly, there's a relatively simple workaround.

I'll assume you have a field named Date. Then you can have a formula field names Year with this formula:

 

 

IF({Date},YEAR({Date}))

 

 

And then an "Is Current Year" with the following:

 

IF(YEAR({Date}) = YEAR(TODAY()), TRUE(), FALSE())

 

And this way, you can easily filter to the current year:

I'd love to explore more use-cases of Airtable and automation specific to your business, if you're interested feel free to book a free call at any time that works for you 🙂

-- Best, Milan - Automable.AI

@mirkolando 

I think you’re trying to change one filter for ALL of your number elements at once?

Yes, that is possible.

You would need to place all of your number elements within the same GROUP, and then you can adjust the filter at the GROUP level instead of the individual element level.

Everything within that group will receive the same filter that you applied at the group level, and then you can apply additional filters at the individual element level.

Hope this helps! If you’d like to hire the best Airtable consultant to help you with anything Airtable-related, please feel free to contact me through my website: Airtable consultant — ScottWorld 

@mirkolando 

I think you’re trying to change one filter for ALL of your number elements at once?

Yes, that is possible.

You would need to place all of your number elements within the same GROUP, and then you can adjust the filter at the GROUP level instead of the individual element level.

Everything within that group will receive the same filter that you applied at the group level, and then you can apply additional filters at the individual element level.

Hope this helps! If you’d like to hire the best Airtable consultant to help you with anything Airtable-related, please feel free to contact me through my website: Airtable consultant — ScottWorld 


Hi @ScottWorld Thank your for the answer. 

but how can i create groups in a blank interface like this? 

 

 

Hi @ScottWorld Thank your for the answer. 

but how can i create groups in a blank interface like this? 

 

 


Unfortunately, that feature is not available for blank interfaces. You would need to create a dashboard interface to get the group function.

- ScottWorld, Expert Airtable Consultant

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