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Setting the Criteria in a view for different dates depending on what data is in a field

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Posted on by 194

Hi all, 

I am hoping you are able to help. 

we have created a field to segment our clients into different "buckets" depending on likelihood to give us work. We currently have a view & chart to show when these clients become "neglected" - no contact within the last month. We now want to change this so that they become neglected at different times depending on what "bucketb (x,y etc)" they are in. I can get the view to filter the data showing all the buckets becoming neglected within x weeks but i can't get it to work with the criteria for different lengths of time. I've tried using the and / or grouping but that doesn't work.. My idea solution is to have them show as neglected when X & last contact date is 4 weeks and Y & last contact dates is 12 weeks. 

Here is a screenshot of how it is set up currently but i am getting all three of the segments if contact older than 4 weeks. 

pastedimage1624965697222v1.png

Any assistance would be amazing if you can understand what i am trying to do

Thanks 

  • louisa lane Profile Picture
    louisa lane 194 on at
    RE: Setting the Criteria in a view for different dates depending on what data is in a field

    no worries, thank you. sorry i thought i had put it on the general forum but probably selected the wrong one in a rush.

  • Suggested answer
    Bill Ryan Profile Picture
    Bill Ryan 8 on at
    RE: Setting the Criteria in a view for different dates depending on what data is in a field

    Hey there Louisa :  This looks like a Dynamics 365 question as opposed to a Customer Insights question.  Unfortunately I don't work with D365 much so can't be of much help.  If you used this link, it's a pretty vibrant community and I'm sure you'll be able to get feedback pretty quickly.  community.dynamics.com/.../dynamics-365-general-forum   . If you edit the tags of  'D365', 'Dynamics 365', 'View Filters', remove Audience insights it'll probably get picked up by one of the many wizards too. I hate giving this answer but just don't know much about them and this will probably be fastest for you.

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