View of Quotes which contain X but not Y

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Posted on by MichelleM

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I would like to set up a view of active Quotes which contain one of a specific set of existing products, but that don't have any of another set included.

So for example, a BRAND X product has been added but a BRAND X warranty package has not.

Is it possible to query these 2 things at once?

Thanks.

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MichelleM 211 on at

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RE: View of Quotes which contain X but not Y

I feared that might be the case. Thanks for your help.
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Wahaj Rashid 11,321 on at

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RE: View of Quotes which contain X but not Y

Hi,

Thank you for your query.

We cannot use NOT (or do not exist) operator in Advanced Find.

It won't be possible to query this using Advanced Find or Fetch XML.

If you or on on-premise you can build an SQL Query and use it in SSRS.

Otherwise, you need to either use Power BI or export this data to a Data Warehouse and build reports there.