Exclude certain Data

[RTAFleetMaint]

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 2017 while still keeping other entries if their last entry was 2016 or earlier, is this possible?

[CahabaData · Accepted solution]

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. 

[MFelix]

Hi @RTAFleetMaint,

This can be done in at least two different ways assuming that the year is identified in your data table (as date or as year).

Option 1

In query view filter the year columb with below 2017 data. If you want in 2018 chabge this you will need to go to your query and redo the filter.

Option 2
In PBI view add a slicer or a filter in the report and again filter out the 2017 data.

This option alllows you to have users selecting if they want to see 2017 or not.

Regards,
mfelix

[RTAFleetMaint]

Well I can exclude 2017 but it doesn't exactly give me what I want, because companies may have notes in 2017 meaning they were contacted in 2017. I really want to just get rid of the company from the report alltogether if they had a note anytime in 2017. Basically it would only show me companies that had a last contact date of 2016 but not higher than 2016

[MFelix]

Do you have a note date field? Do the filter on that column.

MFelix