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Microsoft Dynamics CRM (Archived)

Filtering between two periods of months

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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

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

    This solved my issue. Thanks!

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

    @Ravi Kashyap

    This resolve my issue, Thanks so much

  • Suggested answer
    gdas Profile Picture
    50,091 Moderator 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
    55,410 Moderator 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
    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
    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

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