Forum Discussion
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
- d_gosbellSuper User
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.
- v-angzheng-msftCommunity Support
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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