Forum Discussion
Helper IFilter Text within a Column without removing the row in the table
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.
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,
3 Replies
- rsbin
Community Champion
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,
DeanUWHello 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!