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Anonymous's avatar
Anonymous
Not applicable
8 years ago
Solved

Tricky Filtering

I have this data:     Within this data there are two types you can have: Premier or Professional. Premier types may or may not have a Payroll AM populated. Professional types will NEVER have...
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  • Vvelarde's avatar
    Vvelarde
    8 years ago

    Anonymous

     

    Hi, I'll take the way to create a conditional column to evaluate both columns to obtain 1-0 or Yes/No and filter using this new column.

     

    Regards

     

    Victor

Greg_Deckler's avatar
Greg_Deckler
Icon for Community Champion rankCommunity Champion
8 years ago

Create a new column along the lines of:

 

if [Type] = "Professional" then 2 else if [Type]="Premier" && [Payroll AM] <> null then 1 else 0

Filter out the 0's and remove the column.

Anonymous's avatar
Anonymous
Not applicable
8 years ago

Thank you Greg_Deckler and Vvelarde for the responses. I did something similar that gave me results I was looking for. Not sure if it's best practice. I made copies of both columns and merged them together with a "-" as a separator. So if an account is Premier and has no account manager, it would just be "Premier-":

 

I'm then just using this merged column as a page level filter and unchecking the "Premier-" option. Gives me what I would need to see from both types.