Forum Discussion
Filtering table before grouping using date slicer
Hi Anonymous
Please see the intended result
There are 2 source tables on the left Orders Main table and Orders Transaction table
There can only be 1 order in the Orders Main table
There can be multiple order transactions in the Orders Transaction table related to an order.
We need a report that can filter by date range, in this case date from 2022-10-15 to 2024-02-15.
This is the table shown on the right Orders Main Table augmented with transactios amount.
Having a single date filterfrom 2022-10-15 to 2024-02-15 that affeacts both tables on the left, only 3 orders satisfy this in Orders Main table , order 1 and 2 and 3and Only 6 transactions satisfy this in Orders Transaction table, 2,3,4,5,6,7
A join table with only these values is what we want to show in our report whereby there is order 1, 2 and 3 and the aggregated transactions by order whereby even though order 1 has 3 transactions, transaction 1 falls out of the date range so the aggregated sum of order 1 transctions excludes trasnaction 1.
The date range includes all of order 2s transactions, so they are all summed
The date range excludes transaction 8 and 9 that belong to order 3
Best regards