Calculated field with filter excluding specificrecords

[gsed99]

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 certain records from the reporting.

Any help would be grealy appreciated!
Thanks,
Greg

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]
),
FILTER (
ALL ( 'Marketing Snapshot'[OpportunityNumber] ),
'Marketing Snapshot'[OpportunityNumber] NOT IN {"O751700","O761393"})

[OwenAuger · Accepted solution]

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

[gsed99]

Thanks @OwenAuger, that worked!!!

[indhu]

hey @gsed99,

can't this be set in visual, page or report level filters? had a thought seeing your post but not sure if that will work for you. 

[gsed99]

hey @indhu,

I would actually need this to be done in the formula becuase my report is showing other metrics, so if I filter it on the visual, it will be limited those other metrics.

Thanks,

Greg