Drag and Drop Question You are setting up a new company for a customer. The customer wants you to filter the view to show all customers in the My Customers list and calculate the year-to-date sales…

Drag-and-Drop Explanation: Filtering Customer View with YTD Sales This question is from Microsoft Dynamics 365 Business Central. The task requires four steps: open the list, filter by My Customers, apply a year-to-date date filter, and save the view. --- The Correct Four…

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Question

Drag and Drop Question You are setting up a new company for a customer. The customer wants you to filter the view to show all customers in the My Customers list and calculate the year-to-date sales. You need to apply the filter. Which four actions should you perform in sequence? To answer, move the appropriate entities from the list of actions to the answer area and arrange them in the correct order. NOTE: More than one order of answer choices is correct. You will receive credit for any of the correct orders you select. Answer:

Exhibit

Options

Option1Add the Date Filter as a Filter total. Then enter W-CY.W.
Option2Open the filter pane. Then select the No field and set the filter to % MYCUSTOMERS.
Option3Open the customer list.
Option4Add the Date Filter as a Filter total. Enter Y for year.
Option5Open the customer card.
Option6Save the view by naming it Sales for my customers this year.
Option7Open the filter pane. Then select the No field and set the filter to all the customer numbers from the My Customers list, separated by a pipe character.

Explanation

Drag-and-Drop Explanation: Filtering Customer View with YTD Sales

This question is from Microsoft Dynamics 365 Business Central. The task requires four steps: open the list, filter by My Customers, apply a year-to-date date filter, and save the view.

The Correct Four Actions (in order)

Step 1 - Option 3: Open the customer list

You must start here. The customer list is the page where filters and view saves are applied. All subsequent actions happen within this context. You cannot filter or save a view without first opening it.

Step 2 - Option 2: Open the filter pane → filter No field → set to % MYCUSTOMERS

The % MYCUSTOMERS syntax is Business Central's built-in filter shorthand that dynamically pulls the customers assigned to your My Customers role center list. This is the correct and efficient method. Steps 2 and 3 can be swapped - this is why the note says multiple orders are valid.

Step 3 - Option 4: Add the Date Filter as a Filter total → enter Y for year

Adding the Date Filter as a Filter total (not a standard filter) targets the Sales (LCY) or similar calculated fields. Entering Y filters for the current calendar year, producing year-to-date figures. Again, this can be done before or after Step 2.

Step 4 - Option 6: Save the view → name it "Sales for my customers this year"

This must be last. You save after all filters are applied so the view captures both the customer filter and the date filter together.

Why the Other Options Are Distractors

Option	Why It's Wrong
Option 1 (`W-CY.W`)	This formula targets a week range within the current year, not year-to-date. Wrong date scope for this task.
Option 5 (Open the customer card)	The customer card is an individual record view. You need the customer list to apply list-level filters and views.
Option 7 (pipe-separated customer numbers)	Manually entering every customer number with `

Common Mistakes

Choosing Option 5 instead of Option 3 - "customer card" vs. "customer list" is a classic trap. Views and filters live on the list page.
Choosing Option 1 over Option 4 - Both add a Date Filter, but W-CY.W is a week-based formula, not annual. The task says "year-to-date," so Y is correct.
Choosing Option 7 over Option 2 - Option 7 works but is not the intended method. % MYCUSTOMERS is the dynamic, maintainable solution.
Placing the save step (Option 6) anywhere but last - Saving before filters are applied will save an incomplete or empty view.

Topics

#My Customers list#list filtering#year-to-date sales#customer view

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