Quarterly Filter in View Creation

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Posted on by Community Member

Is there any way when creating a view for a graph, to make one the filters update on a quarterly basis? ( I am aware of the "Created On" filter, I was just wondering if there was something else that might do the trick.)

Like a view that shows data at the end of every quarter?

Any help would be much Appreciated,

Thank you

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Wahaj Rashid 11,321 on at

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Hi,

You can use Fiscal Periods to filter the records (dynamically) for a quarter in a view:

You can set your fiscal period to Quarterly in order to apply quarterly filters:

For example if you need to list opportunities closing this quarter, we would apply following filter:

This way, you will have a dynamic filter for a Quarter.

Best,

Wahaj

(if it answers your query, mark this answer verified)

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Anthony Dong on at

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Verified Wahaj's solution , it works

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