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Need help update a Dataflow to filter out records based on time (monthly, quarterly, yearly)

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Posted on by Microsoft Employee

Hi,

I'm new to Dataflows so this may not even be the right forum to ask.  I have a Dataflow with over 100 steps that someone else wrote that I need to modify.  There's an Accounts Dataverse table that I want to add a column to that will indicate the schedule to process records for that account.  The schedule could be monthly, quarterly (Feb, May, August, November), or yearly.  When the job runs (once/month) I need to check each account and filter out those that need to run for this month (e.g., if it's March I would not process those accounts that are set up as quarterly).

 

Any ideas as to how to proceed please let me know.  Thanks.

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