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Count of Occurences and Filters not working as expected

Hi! I have a table of data which stores customer relationship data. Important columns are as below:

  • Account Number
  • Expiration Date
  • Expiration Option
  • Site Name

Customers can select more than one Expiration Option for a single account number: withdraw partial tokens and transfer partial tokens to existing account. This results in duplicate account numbers in the table if the customer has selected more than one expiration option.


I am trying to calculate the below:


If Account Number count = 1 and Expiration Option is Withdraw All then "Withdrawal - Relationship Ending"

Or Account Number count = 1 and Expiration Option is Close Account then "Closure - Relationship Ending"

Else "Continuing Relationship"


I have done this in the following way:


Step 1
Unique Accounts Count =


Step 2

Step 3
Account Status = 
CUST_QUERY[Account Number Count] = 1 && CUST_QUERY[EXPIRATION_OPTION] = "Withdraw All", "Withdrawal - Relationship Ending",
CUST_QUERY[Account Number Count] = 1 && CUST_QUERY[EXPIRATION_OPTION] = "Close Account", "Closure - Relationship Ending",
"Retained Relationship")


I've then created a table like below:

StatusUnique Accounts Count
Withdrawal - Relationship Ending10
Closure - Relationship Ending5
Continuing Relationship50

The results are correct if I do not apply any filters in the Report View, however I need to be able to filter on Expiration Date and Site Name. As soon as I apply a filter in the filter pane, the results are incorrect.

I'd be very appreciative of any advice.

Super User
Super User

@sophielred Sorry, having trouble following, can you post sample data as text and expected output?
Not really enough information to go on, please first check if your issue is a common issue listed here:

Also, please see this post regarding How to Get Your Question Answered Quickly:

The most important parts are:
1. Sample data as text, use the table tool in the editing bar
2. Expected output from sample data
3. Explanation in words of how to get from 1. to 2.

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