Learn how you can load dynamic values from an Excel formula through the function wizard in the parameters window.
In this article the Profit and Loss - Multiple Period DataDear report will be used as an example - this concept can be applied to most DataDear parameter windows - lookout for these icons
Using the function wizard - formulas
In addition to values from other cells, formulas can also be used in the parameters window by choosing the function wizard icon and constructing a formula using the wizard (or creating this directly if you are an Excel geek).
Useful formulas which may be used in the parameters window are:
=TODAY() to show today’s date
=TEXT(TODAY(),"MMMM") to show current month
=TEXT(EDATE(TODAY(),-1),"MMMM") to show the previous month (change the -1 to any other number)
=YEAR(TODAY()) to show current month
=LEFT('Values'!C1,3) - show the first 3 characters of a cell e.g. show Jan instead of January
=CONCATENATE('Values'!C1," ",'Values'!C2) - concatenate 2 cells e.g. January 2017 (
AND may also be used)
All Excel formulas should work within this setup - feel free to share any formulas worth distributing in this article.