Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics CRM (Archived)

Filtering between two periods of months

Posted on by 20

Hi All,

Im creating a system view for our cases. My goal is to capture the current month and last month. But cant find a way to filter two months.

Thanks in advance

1122.Month.JPG

*This post is locked for comments

  • Suggested answer
    James2019 Profile Picture
    James2019 20 on at
    RE: Filtering between two periods of months

    This solved my issue. Thanks!

  • Suggested answer
    James2019 Profile Picture
    James2019 20 on at
    RE: Filtering between two periods of months

    @Ravi Kashyap

    This resolve my issue, Thanks so much

  • Suggested answer
    gdas Profile Picture
    gdas 50,085 on at
    RE: Filtering between two periods of months

    Hi James ,

    Using last 2 months will calculate last 60 days irrespective of month , you can go for last X months = 2 when you want to retrieve last 60 days records based on current  date. What I understand from your question you want this month and last month data so go for filter like below .

    SomeDate = This month OR SomeDate = Last Month

    date2.PNG

    Here is the result , see handover date is only last two months.

    date2.PNG

  • Verified answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: Filtering between two periods of months

    Hi,

    Best way to use the "Last X Month" operator and provide "2" as the value. In case you want to include more month say 3, simply change the value to 3.

    Hope this helps.

  • Verified answer
    Srikanta Mahapatro Profile Picture
    Srikanta Mahapatro 190 on at
    RE: Filtering between two periods of months

    Hi,

    You can filter two month by filter the created on by Last X months

    LastMonth.PNG

    Thanks,

    Srikanta

  • Suggested answer
    Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,626 on at
    RE: Filtering between two periods of months

    Hi,

    you can select the last month from the operator. Remember to group as or condition.

    0211.16.PNG

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,269 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,198 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans