Frequently Asked Question
Filtering Cheatsheet (Using advanced filtering shortcodes)
Last Updated 8 months ago
Below is a summarised list, but more information can be found here:
https://learn.microsoft.com/en-us/dynamics365/business-central/ui-enter-date-ranges#examples
| Shortcode | Use | Example |
|---|---|---|
| General | ||
| * | wildcard (case sensitive) | `*BAGS*` would list all items with "BAGS" in the filter field (i.e. description) but not "bags" |
| @ | case insensitive | `@*BAGS*` would list all items with "BAGS", "bags", "BaGs" etc. in the field |
| | | "or" | `*MOLE*|*POLL*` would show any items with "MOLE" or "POLL" in the field |
| < or > | less than or greater than | '> 50' means any item with value greater than 50 - for example, 'Balance Due' |
| Dates | ||
| .. (two dots) | between | used between two dates will make the dates a range. i.e. `01/01/2023..15/01/2023` would show results that have a date in the field inclusive of those dates |
| T | today | Today's date |
| W | working date | The current "working date" set in the system (if not today) |
| C{D,W,M,Y} | closing date of {day, week, month, year} | Gets the closing date of the specified period i.e. CM would be 30/11/2023 if today's date is in November 2023 |
| P{number} | accounting period | P1, P2, P3, P4 will get the date range for the specified accounting period |
| D{number} | the next day {number} | `D10` would be the NEXT 10th day of the month |
| -D{number} | the last day {number | `-D10` would be the LAST 10th day of the month |
| {+,-}{number}{D,W,M,Y} | adds or subtracts a number of days, weeks, months, years | `+30D` adds 30 days to the current date `-14D` subtracts 14 days to the current date |
| More Date Examples | ||
| CM-D1 | combines closing month and last day 1 | start of current month |
| CM+3M | combines closing month and adds 3 months | 3 months from now, end of that month |