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gsed99's avatar
gsed99
Helper III
8 years ago
Solved

Calculated field with filter excluding specificrecords

Hello, I am trying to modify a calculated field and add a filter that will exclude certain opportunity numbers from the summation. The formula works without the last filter, but I need to exclude c...
  • OwenAuger's avatar
    8 years ago

    Hi gsed99

     

    The negation of

    <X> IN <Y>

    is

    NOT <X> IN <Y>

     

    Also, since your 3rd filter argument within CALCULATE doesn't reference any measures etc, you can get rid of FILTER (ALL(...)) and get the same result.

     

    This expression should work:

    CY # SQO (All) =
    CALCULATE (
        COUNT ( 'Marketing Snapshot'[SQODate] ),
        FILTER (
            ALL ( 'Marketing Snapshot'[SQOYear] ),
            'Marketing Snapshot'[SQOYear] = [Max SQO Year]
        ),
        FILTER (
            ALL ( 'Marketing Snapshot'[DateStampMonth] ),
            'Marketing Snapshot'[DateStampMonth] = [Max DateStampMonth]
        ),
        NOT 'Marketing Snapshot'[OpportunityNumber] IN { "O751700", "O761393" }
    )

    Regards,

    Owen