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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,
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
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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