Dynamics 365 CommunityForums Dynamics 365 general forum How to add up the amou...

How to add up the amount per fiscal year?

(0) Share

Report

Posted on by Community Member

Hi All, I came across a problem with filters for a currency rollup field. As shown in the screenshot below, the Fiscal Year field is already a lookup to another entity, and I need to get the sum for total amount per Fiscal year. But I can only filter Fiscal year by "contain data" or "don't contain data". It would be great if I can filter or group by the same Fiscal Year. I am not sure how to achieve this: workflow, business rule, or others. Any thoughts for this? Thank you.