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srahman2015's avatar
srahman2015
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5 years ago
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How do I filter a column in a calculated table based on another filter

Hi,

 

I have created a report where I am pulling Sales information for employees.

 

In my data set, I have an FY&Q filter which is the financial year and quarter for the Sales. I also have a Sales Stage filter which filters down the data for a specific sales stage.

 

I have also created a calculated table with a calculated column (Deal Allocated To) to pull employees in a list who could be in multiple roles for a specific Sale.

 

I've then put this in the filter panel on the RHS, which displays like this:

 

 

The numbers on the RHS for 'Deal Allocated To' are incorrect and not taking into account the filters applied (FY&Q = 21Q4). For example, Adam hunter has no sales for this FY&Q but the number next to him says 23 as it is pulling all the deals under his name for the whole data set and not the FY&Q filters applied. Is there a way I can make it say 0 so it looks at the filter criteria selected in the other filters on the page and not show the number for the whole data set??

  • The short answer is that this what you are asking for is not possible.

     

    Calculated tables are created during the data refresh, they are not re-calculated every time a filter changes. So the counts in the filters pane will only ever show the number for the whole data set.

2 Replies

  • The short answer is that this what you are asking for is not possible.

     

    Calculated tables are created during the data refresh, they are not re-calculated every time a filter changes. So the counts in the filters pane will only ever show the number for the whole data set.

  • Hi, srahman2015 

     

    Unfortunately, the above statement is correct. If you want to display results like that, try creating a measure to count the number, you can use functions such as ALLEXCEP to do the calculation.

     

    Hope this helps.

     

    Best Regards,
    Community Support Team _ Zeon Zheng
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