Forum Discussion
Helper VFilter based on two conditions
Community SupportHi jdubs ,
We couldn't reproduce your problem based on your description, if possible could you please inform me more detailed information(such as your expected output and your sample data )? Then I will help you more correctly.
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Thanks for your understanding and support.
Best Regards,
Zoe Zhi
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Helper Vdax Hi, i actually have a another requirement that might be easier to explain as I never made it very far with the last one. It is very similiar. I want to show a table of Accounts who have Lost Opportunities in Dynamics 365 in the last month, but in that same table (or matrix) I also want to show any Open opportunities that they still have. The problem that I have is that when I add the Open Opportunites to the table it shows ALL Open Opportunities and not just the ones associated with the Accounts that had Lost Opportunities within the given time frame.
- jdubs
This would be a sample scenario
Table 1 - Accounts
Table 2 - Opportunities (w/ relationship to Accounts)
Expected output (Matrix):
List of Accounts who Lost Opportunities this month, showing any additional associated Opportunties
Account Opportunity Status Opportunity Name Date Closed (filtered by This Month) Account 1 Lost Lost Opportunity 1 8/2/20 Open Open Opportunity 1 Open Opportunity 2 Account 2 Lost Lost Opportunity 2 8/3/20 Open Open Opportuntiy 3 Won Won Opportunity 1 8/4/20