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andrewjones11's avatar
andrewjones11
Regular Visitor
4 years ago
Solved

New Report - combining columns

Hi! 

 

I'm creating a report and I'm struggling to figure out how to show something in a graph. 

 

Is it possible to show the following:

 

if Opportunity Ref has a value & Primary Quote is true, then show Estimated Value. Can this be done in a created column so I can use this in one visual? 

 

Example of values below:

 

Opportunity RefPrimary QuoteEstimated Value
Ty Enfys 180521True60000
Morgan 230621True50000
Natural WhiteFalse10000
 True5000
 False150000
   
   

 

So for the top 2 rows which have an Opportunity Ref value, & Primary Quote = True, I'd like the Estimated Value to show in the visual. 

 

Is this possible? All help appreciated.

  • Samarth_18's avatar
    Samarth_18
    4 years ago

    Hi andrewjones11 ,

     

    Create a column with below code and use it on visual:-

    Column = 
IF (
    AND (
        'Table (7)'[Opportunity Ref]  <> BLANK(),
        'Table (7)'[Primary Quote]
    ),
     
    'Table (7)'[Estimated Value],BLANK()
)

    Output:-

    Since other values are blank thats why it is not visible on visual so if you want to see those as well then enable Show item with no data

    output:-

    Thanks,

    Samarth

      

1 Reply

  • Samarth_18's avatar
    Samarth_18
    Icon for Community Champion rankCommunity Champion
    4 years ago

    Hi andrewjones11 ,

     

    Create a column with below code and use it on visual:-

    Column = 
IF (
    AND (
        'Table (7)'[Opportunity Ref]  <> BLANK(),
        'Table (7)'[Primary Quote]
    ),
     
    'Table (7)'[Estimated Value],BLANK()
)

    Output:-

    Since other values are blank thats why it is not visible on visual so if you want to see those as well then enable Show item with no data

    output:-

    Thanks,

    Samarth