Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Exclude "This Mon...
Microsoft Dynamics CRM (Archived)

Exclude "This Month" operator to get a YTD View in Advanced Find?

(0) ShareShare
ReportReport
Posted on by JohnM1 15

Creating YTD reports from Advanced Find is problematic.

I am in July, but want to run a report showing data for June YTD, so I need to exclude the data from current month.

The 'This Year' operator allows me to get all data for this year, but doesn't exclude 'This Month' - I was hoping to do a Group AND where I could group 'This Year' and 'Not This Month', but there's no option for 'Not This Month', just 'This Month'.

Has anyone got a solution for this?

(Using MS Dynamics 365 Online)

*This post is locked for comments

  • MMK Profile Picture
    MMK 745 on at
    RE: Exclude "This Month" operator to get a YTD View in Advanced Find?

    Then you should accept Start date and end date from users as parameters and fetch data accordingly

  • JohnM1 Profile Picture
    JohnM1 15 on at
    RE: Exclude "This Month" operator to get a YTD View in Advanced Find?

    'Older than X Months' doesn't exclude the previous calendar month, just the month from when you ran the report. That would only work if I ran in on the 1st of every month.

  • JohnM1 Profile Picture
    JohnM1 15 on at
    RE: Exclude "This Month" operator to get a YTD View in Advanced Find?

    Sorry, I should have been more specific - I need this setup without having to add in dates everytime I (or other people) need to run it - will be a regular report for whole organisation.

  • Suggested answer
    MMK Profile Picture
    MMK 745 on at
    RE: Exclude "This Month" operator to get a YTD View in Advanced Find?

    Hi you can do this

    7331.Capture2.PNG

  • Suggested answer
    Saad Kabarousse Profile Picture
    Saad Kabarousse 732 on at
    RE: Exclude "This Month" operator to get a YTD View in Advanced Find?

    Hello,

    You can use On or After and On or Before filters with OR Operator to exclude July data.

    I hope this helps :)

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 230,214 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans