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Is it possible in Advanced find to exclude this fiscal period and last fiscal periodEx: You get the report today: August 19, 2021 is it possible to exclude data within this quarter and last quarter data and retrieve the data from last last quarter
Breakdown of what I want to achieveGet Report: August 19, 20213rd Quarter: exclude data2nd Quarter: exclude data1st Quarter: Retrieve Data
Is this possible in Advanced Find?
Hi turtlebear,
You should be able to do this if you set your Fiscal Year Setting to have quarters. You do this under Settings--> Business Management-->Fiscal Year Settings
Hi,
Unfortunately, it cannot be achieved with Advanced Find.
If you'd like to create a report based on Fiscal Year and your organization has Power BI licenses, it is recommended to achieve your request with Power BI, which has very powerful reporting capabilities.
Here's a briefing article on Sorting Data by Fiscal Year:
Sorting Data by Fiscal Year in Power BI - PowerObjects | Dynamics 365 | PowerObjects
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