Date Filter

  • Posted by Chris-Soraparu on November 19, 2019 at 8:40 am
    • Chris Soraparu

      Member

      November 19, 2019 at 8:40 AM

      How do I set up a date filter to show the the sales activity from all the previous months since the beginning of this year?

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      Chris Soraparu
      Tri Star Metals LLC
      Carol Stream IL
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    • Lewis Rosenberg

      Member

      November 19, 2019 at 9:00 AM

      Where are you looking to apply this filter?  If for example, you are filtering Item Ledger Entries of type SALES, you can add a POSTING DATE filter of 010119..  or 010119..t
      (t=today).

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      Lewis Rosenberg
      IT Manager
      Mars Fishcare
      Chalfont PA
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      BCUG/NAVUG All-Star
      BCUG/NAVUG Board of Advisors, Chairperson
      BCUG/NAVUG Programming Committee

      Twitter: @RosenbergL
      LinkedIn: https://www.linkedin.com/in/rosenbergl
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      NAVUG/D365BC-User Group Focus
      May 18-19, 2019
      Denver, Colorado
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    • Chris Soraparu

      Member

      November 19, 2019 at 9:25 AM

      I’m trying to create a chart for sales dollar and volume by month. I set the date filter as such “cm-1y..cm” but my data points on the chart are by shipment day not  by month. So maybe I’m looking in the wrong spot to control on how the data is being displayed. I would like to the data grouped by month not by day.

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      Chris Soraparu
      Tri Star Metals LLC
      Carol Stream IL
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    • Michael Carr

      Member

      November 20, 2019 at 8:54 AM

      You can also ( for a current year) use P1..P10   etc

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      Michael Carr
      VP , Finance
      Philadelphia Scientific LLC
      Montgomeryville PA
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    • Chris Soraparu

      Member

      November 21, 2019 at 9:24 AM

      Here is how I have the chart set up and it is giving me sales by date and I would like to have it by month. Is there anyway to achieve this?

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      Chris Soraparu
      Tri Star Metals LLC
      Carol Stream IL
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    Chris-Soraparu replied 5 years, 1 month ago 1 Member · 0 Replies
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