Small and medium business | Business Central, N...

Business central not showing data by quarter

(1) Share

Report

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.

Categories:

Dynamics 365 Business Central

I have the same question (0)

All responses (9)

Answers (0)

Suggested answer

Valentin Castravet 31,555 Super User 2025 Season 2 on at

Like (0)

Report

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/

Was this reply helpful? Yes No
CU29101917-0 76 on at

Like (0)

Report

@valentin yes and the fiscal years are already set up. any suggestions?

Was this reply helpful? Yes No
Suggested answer

Valentin Castravet 31,555 Super User 2025 Season 2 on at

Like (0)

Report

Please clarify where you're using this formula.

Was this reply helpful? Yes No
CU29101917-0 76 on at

Like (0)

Report

@valentin,

in here:

Was this reply helpful? Yes No
Suggested answer

Valentin Castravet 31,555 Super User 2025 Season 2 on at

Like (1)

Report

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/

Was this reply helpful? Yes No
CU29101917-0 76 on at

Like (0)

Report

@valentin,

thank you tried that but it gives the following error:

Was this reply helpful? Yes No
Suggested answer

Valentin Castravet 31,555 Super User 2025 Season 2 on at

Like (0)

Report

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/

Was this reply helpful? Yes No
Suggested answer

YUN ZHU 95,763 Super User 2025 Season 2 on at

Like (0)

Report

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

Was this reply helpful? Yes No
Suggested answer

Khushbu Rajvi. 20,971 Super User 2025 Season 2 on at

Like (1)

Report

Hi, in this video they show the step by step process. hope it will help you: https://www.youtube.com/watch?v=hFSrDHFrBU8

Was this reply helpful? Yes No