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Advanced find exclude this fiscal period and last fiscal period

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Posted on by turtlebear

Is it possible in Advanced find to exclude this fiscal period and last fiscal period
Ex: 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 achieve

Get Report: August 19, 2021
3rd Quarter: exclude data
2nd Quarter: exclude data
1st Quarter: Retrieve Data

Is this possible in Advanced Find?

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Ram Prakash 2,287 on at

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RE: Advanced find exclude this fiscal period and last fiscal period

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
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Nya 29,058 on at

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RE: Advanced find exclude this fiscal period and last fiscal period

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