Business central not showing data by quarter

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Posted on by CU29101917-0

How to show quarterly data in Business Central?

For example, when I enter Q1 or Q2 in formula , it still does produce any values for that time period.

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Dynamics 365 Business Central

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Khushbu Rajvi. 7,007 Moderator on at

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Business central not showing data by quarter

Hi, in this video they show the step by step process. hope it will help you: https://www.youtube.com/watch?v=hFSrDHFrBU8
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YUN ZHU 76,221 Super User 2024 Season 2 on at

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Business central not showing data by quarter

It looks like you didn't create a fiscal year (Accounting Periods)? The FY keyword has no effect if the current year has not been created.

Hope this helps.

Thanks.

ZHU
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Valentin Castravet 25,426 Super User 2024 Season 2 on at

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Business central not showing data by quarter

I'm using the Comparison Period Formula field, you're trying to enter in the Comparison Date Formula field. If you don't see the Comparison Period Formula field, personalize and add it to the page.

Valentin Castravet
Work: Zander ERP Services
Blog:  Dynamics 365 Business Central Insights
LinkedIn:  www.linkedin.com/in/valentin-c-0500a247/
CU29101917-0 76 on at

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Business central not showing data by quarter

@valentin,

thank you tried that but it gives the following error:
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Valentin Castravet 25,426 Super User 2024 Season 2 on at

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Business central not showing data by quarter

Try the following in your column definition, in the Comparison Period Formula field. When you run the financial statement, in the date filter enter the year you want to run it for i.e. enter january 1 2023..december 31 2023 to run it for 2023

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/
CU29101917-0 76 on at

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Business central not showing data by quarter

@valentin,

in here:
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Valentin Castravet 25,426 Super User 2024 Season 2 on at

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Business central not showing data by quarter

Please clarify where you're using this formula.
CU29101917-0 76 on at

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Business central not showing data by quarter

@valentin yes and the fiscal years are already set up. any suggestions?
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Valentin Castravet 25,426 Super User 2024 Season 2 on at

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Business central not showing data by quarter

Can you provide more information, are you running a report and using Q1 in the date formula field? If so which report? Or is it somewhere else. Also, do you have accounting periods set up?

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/