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andrewjones11
Regular Visitor

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.

1 ACCEPTED SOLUTION
Samarth_18
Community Champion
Community Champion

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:-

Samarth_18_0-1642518012386.png

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

Samarth_18_1-1642518076333.png

output:-

Samarth_18_2-1642518098900.png

Thanks,

Samarth

  

Best Regards,
Samarth

If this post helps, please consider accepting it as the solution to help the other members find it more quickly.
Appreciate your Kudos!!
Connect on Linkedin

View solution in original post

1 REPLY 1
Samarth_18
Community Champion
Community Champion

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:-

Samarth_18_0-1642518012386.png

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

Samarth_18_1-1642518076333.png

output:-

Samarth_18_2-1642518098900.png

Thanks,

Samarth

  

Best Regards,
Samarth

If this post helps, please consider accepting it as the solution to help the other members find it more quickly.
Appreciate your Kudos!!
Connect on Linkedin

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