Forum Discussion

PBInewbie17's avatar
PBInewbie17
Helper I
3 years ago
Solved

Filter Multiple Criteria

Hi, all. I have the following table with multiple projects. I need a new column called Fiscal Year that is calculated based on the following criteria:  Must be the MAX Sequence for the proje...
Filter
Max
  • Greg_Deckler's avatar
    Greg_Deckler
    3 years ago

    PBInewbie17 Try:

    FY Column =
  VAR __Seq = [Sequence]
  VAR __Project = [Project]
  VAR __Action = [Action_Name]
  VAR __Table = FILTER('Table',[Project] = __Project)
  VAR __MaxSeq = MAXX(__Table,[Sequence])
RETURN
  IF(
    __Seq = __MaxSeq && ( __Action = "Returned app" || __Action = "Completed app" ),
    SWITCH(TRUE(),
      [Action_Date] >= DATE(2020,10,1) && [Action_Date] <= DATE(2021,9,30),"FY21",
      [Action_Date] >= DATE(2021,10,1) && [Action_Date] <= DATE(2022,9,30),"FY21",      
      [Action_Date] >= DATE(2022,10,1) && [Action_Date] <= DATE(2023,9,30),"FY21",
      BLANK()
    ),
    BLANK()
  )
Greg_Deckler's avatar
Greg_Deckler
Community Champion
3 years ago

PBInewbie17 Try:

FY Column =
  VAR __Seq = [Sequence]
  VAR __Project = [Project]
  VAR __Action = [Action_Name]
  VAR __Table = FILTER('Table',[Project] = __Project)
  VAR __MaxSeq = MAXX(__Table,[Sequence])
RETURN
  IF(
    __Seq = __MaxSeq && ( __Action = "Returned app" || __Action = "Completed app" ),
    SWITCH(TRUE(),
      [Action_Date] >= DATE(2020,10,1) && [Action_Date] <= DATE(2021,9,30),"FY21",
      [Action_Date] >= DATE(2021,10,1) && [Action_Date] <= DATE(2022,9,30),"FY21",      
      [Action_Date] >= DATE(2022,10,1) && [Action_Date] <= DATE(2023,9,30),"FY21",
      BLANK()
    ),
    BLANK()
  )
  • PBInewbie17's avatar
    PBInewbie17
    Helper I
    3 years ago

    Thank you, Greg. One other caveat: I have another column called Days_between_Actions that is used to calculate the total number of days to complete a project (e.g., Project A took 24 days to complete [13 + 11 = 24]). The formula below is excluding certain days from the calculation. For example, it's showing Project A as 11 days instead of the correct 24. How can I adjust the formula to ensure the Days_between_Actions column isn't affected?

    FY Column =
    VAR __Seq = [Sequence]
    VAR __Project = [Project]
    VAR __Action = [Action_Name]
    VAR __Table =
        FILTER ( 'Table', [Project] = __Project )
    VAR __MaxSeq =
        MAXX ( __Table, [Sequence] )
    RETURN
        IF (
            __Seq = __MaxSeq
                && ( __Action = "Returned app"
                || __Action = "Completed app" ),
            SWITCH (
                TRUE (),
                [Action_Date] >= DATE ( 2020, 10, 1 )
                    && [Action_Date] <= DATE ( 2021, 9, 30 ), "FY21",
                [Action_Date] >= DATE ( 2021, 10, 1 )
                    && [Action_Date] <= DATE ( 2022, 9, 30 ), "FY22",
                [Action_Date] >= DATE ( 2022, 10, 1 )
                    && [Action_Date] <= DATE ( 2023, 9, 30 ), "FY23",
                BLANK ()
            ),
            BLANK ()
        )