Forum Discussion

RTAFleetMaint's avatar
RTAFleetMaint
New Member
9 years ago
Solved

Exclude certain Data

Basically I am creating a report using SQL data to show sales leads that have not been contacted since 2016. I would like to remove the company from the list if there is an entry in the notes for 201...
  • CahabaData's avatar
    CahabaData
    9 years ago

    Assuming you have a Date field in your data set;  

     

    There are Visual Level Filters - so that in your visual, with that Date Field included - you can filter out the recently contacted with a Less Than parameter - this is in the visual design pane on right.

     

    Or if you want to model your data at the table level - it can be done via Query Editor - perhaps make a No Contact Table -  where you duplicate the core table but with a filter parameter in its definition. 

CahabaData's avatar
CahabaData
Memorable Member
9 years ago

Assuming you have a Date field in your data set;  

 

There are Visual Level Filters - so that in your visual, with that Date Field included - you can filter out the recently contacted with a Less Than parameter - this is in the visual design pane on right.

 

Or if you want to model your data at the table level - it can be done via Query Editor - perhaps make a No Contact Table -  where you duplicate the core table but with a filter parameter in its definition.