Filter Text within a Column without removing the row in the table

[DeanUW]

Hello,

I have a table that contains sales person data (name, address, license #, etc)  Each sales person can have multiple documents attached to their name.  I have concatenated the document type column so that the sales people only show as one row each.  I want to show the names of the documents along with the file path link to view the documents.  However, I only want the file path for the sales persons License to show for easy access and auditing purpases.

I can't use the basic filters cause then it will remove sales people that I don't have licenses on file & the end user of the report will not know that we are missing a license for a specific sales person cause they will be filtered out completely.

Example: the sales person has their license, an exhibit, and one other document type on file but I only want to see the name of the license not the name of the other documents; while keeping any sales reps who don't have a license on file visible on the table so that office managers can see that X sales person has their exhibit on file but not their license.  Also I only want each sales rep to have ONE row per person not a different row for each doc type (thus the reason they are concatenated).

See snip, you will see the concatenated columns for the Doc List & Doc Name.

[rsbin · Accepted solution]

@DeanUW ,

A couple of ideas that I hope you find useful.

1) Create a new Calculated Column called "Has License":

Has License = SWITCH(
                  TRUE(),
                  CONTAINSSTRING( [Doc List], "LICENSE" ), 1,
                  0 )

Then you can filter on 1's and 0's to see who has licenses or not.

2)  Create a new column for the file path for the  License Document only.  If [Has License] = 1, then show the path, else Blank(). 

3)  Keep the column info for [Other Documents] for those agents who do not have a valid License.

Hope these tips leads you to a solution that works for you.

Regards,

[DeanUW]

Hello @rsbin,

Thank you for the response & the suggestions.  Your ideas worked, I was able to leveraged your "Has License" DAX  & Conditional Formatting to highlight who did & didn't have a license on file; along with a conditional column for the file path to hide the other document data from view. 

Thank you again for the help!

[rsbin]

@DeanUW ,

Happy to hear you were able to use the suggestions to solve your questions.

Best Regards,