2 Replies Latest reply: Aug 2, 2012 8:23 AM by brucemaclennan RSS

    Using an Excel calendar to filter transactions

      I have a spreadsheet financial calendar with fields Period_Start, Period_End, Period_Number.

       

      For example:

       

      Period_StartPeriod_EndPeriod_Number
      01/08/201127/08/20111
      28/08/201124/09/20112
      25/09/201129/10/20113

       

      How do I use the financial period (Period_Number) to filter transactions, say a list of sales orders for a table called Order_Detail, with the transaction date being Order_Date? By selecting the period number, the QV table should list sales orders for that financial period.

       

      Many thanks for any help with this.

       

      regards

      Bruce