Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics NAV (Archived)

Filters GLEntry records for current and previous year

Posted on by Microsoft Employee

Has anyone created a sales snapshot of the sales dollar by dimension for current year and previous year?  then month and previous month?   How did you accomplish this?

*This post is locked for comments

  • mmv Profile Picture
    mmv 11,465 on at
    RE: Filters GLEntry records for current and previous year

    Hi,

    You may set up the Analysis by Dimension.  Please check the below links for Analysis View.

    https://msdn.microsoft.com/en-us/library/hh168588(v=nav.70).aspx

    http://dynamicsnavfinancials.com/2012/10/02/expand-your-use-of-dimensions-in-nav-account-schedules-by-using-analysis-views/

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Filters GLEntry records for current and previous year

    Hi Kim,

    We use the following dynamic date filters with the Chart of Accounts page as saved views (using Role Center configuration)

    Current Month: -CM..CM

    Prior Month: -CM-1M..-CM-1D

    Regards,

    Rob

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Filters GLEntry records for current and previous year

    ttt

    I'm interested in learning this as well.

    We currently show 3 years, YTD's and Periods, which shows trends better.

    How would this be accomplished?

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,235 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans