Hello!
I’m starting to use the Holiday Gift Planner add-on for Christmas this year, but it is populating data from LAST Christmas. How do I specify a time range so it doesn’t pick up transactions from last year?
Thanks in advance!
Matt
Hello!
I’m starting to use the Holiday Gift Planner add-on for Christmas this year, but it is populating data from LAST Christmas. How do I specify a time range so it doesn’t pick up transactions from last year?
Thanks in advance!
Matt
Hi @MattD ,
I don’t think the sheet takes the year into account.
As I quick fix, could you add the year as part of this year’s or last year’s tags / Recipient? I haven’t fully tested that idea, but it might be worth a try.
Let us know,
Jon
It’s all based on use of Tags, right? Maybe just clear the tags column from last year to start fresh for this year?
True, deleting the tags will clear it. I’ve just always been a big believer in not deleting historical data.
I can manage for this year, but I guess this counts as a proposal for a new feature, with which to specify a date range for a Christmas gift planner worksheet.
Thanks!
Matt
Hi @MattD ,
We have updated the Holiday Gift Planner as you suggested so it can filter transactions by a custom date range or include all transactions.
Use the Tiller Community Solutions add-on to update to Version 1.03.
While it seemed like it would be a simple update, it was much more complex due to the way the formulas worked and the original layout of the sheet.
Give it a try and let us know if it works for you.
I agree with you on not deleting historical data.
Jon
Wow! That’s great, Jon, thanks! I will definitely update and check it out this weekend!