Drag and Drop Question You are creating a filtered view of a Chart of Accounts page. The page must be filtered to display Net Change values only for transactions between a specific date range. You…

The correct answer is Add a Filter totals by filter.; Select Date Filter.; Set the date range to 01/01/2020|01/31/20 and save the view. Chart of Accounts Date Filter - Explanation This question tests knowledge of Microsoft Dynamics 365 Business Central's Chart of Accounts filtering system, specifically how to filter calculated amount columns by date range. --- The Correct Sequence --- Step 1: Add a Filter…

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Question

Drag and Drop Question You are creating a filtered view of a Chart of Accounts page. The page must be filtered to display Net Change values only for transactions between a specific date range. You must save the filtered view for future use. You need to filter on transactions occurring between January 1, 2020 and January 31, 2020. Which three actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order. Answer:

Exhibit

Answer Area

Drag items

Set the date range to 01/01/2020|01/31/20 and save the view.Select Date Filter.Add a Filter totals by filter.Select Net Change.Set the date range to 01/01/20.01/31/20 and save the view.Add a Filter list by filter.

Correct arrangement

Add a Filter totals by filter.
Select Date Filter.
Set the date range to 01/01/2020|01/31/20 and save the view.

Explanation

Chart of Accounts Date Filter - Explanation

This question tests knowledge of Microsoft Dynamics 365 Business Central's Chart of Accounts filtering system, specifically how to filter calculated amount columns by date range.

The Correct Sequence

Step 1: Add a Filter totals by filter

Business Central has two distinct filter mechanisms:

Filter Type	What it controls
Filter list by	Which rows/accounts appear in the list
Filter totals by	The calculated values (Net Change, Balance, etc.) shown in amount columns

Since the goal is to affect Net Change values (a calculated total), you must use Filter totals by - not "Filter list by." Using the wrong filter type is the most common mistake here; the list of accounts would remain unchanged, but the amounts would not be scoped to your date range.

Step 2: Select Date Filter

After opening the "Filter totals by" panel, you must choose which field to filter on. Date Filter is the system field in Business Central that controls the date window used when calculating totals like Net Change. Selecting it activates the date range input. You cannot enter a date range before this field is selected.

Step 3: Set the date range to `01/01/2020|01/31/20` and save the view

The pipe character | is Business Central's range separator for date filters, meaning "from date to date."
The distractor option uses a period/dot (01/01/20.01/31/20) as the separator - this is incorrect syntax and would not produce the intended range filter.
Saving the view at this step is correct because all filter conditions are now fully configured.

Why the Other Options Are Wrong

Item	Why excluded
Select Net Change	Net Change is the column being displayed, not a filter field - you don't filter on it, you filter for it via Date Filter
Add a Filter list by filter	Controls which accounts appear, not the date range of calculated values
`01/01/20.01/31/20` (dot separator)	Incorrect date range syntax; the `

Key Takeaway

The logical flow is: choose the right filter type → choose the right filter field → enter the value and persist. Skipping or reordering any step either applies the wrong filter or has no field available to enter the date range into.

Topics

#chart of accounts#date filter#net change#saved views

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