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Hello,
I could use some help with creating a vitrual relationship between account and policy tables. I need to know how many accounts with policys have either "Active", "Expired", and "Blank". This is the formula I wrote doesn't return any errors but it's also not returning any values. Am I missing something in the formula? Thanks in advance for any insights.
Solved! Go to Solution.
I think you are missing the expression, you want to do
CALCULATE(<expression>[, <filter1> [, <filter2> [, …]]])
try this..
# of Non-Insureds 2 =
CALCULATE (
-- you are missing this. Change to the calculation of your interest
SUM ( Account[Amount] ),
TREATAS( VALUES(Policy[Account__c]), Account[Id]),
-- you want to check one of the values I believe
FILTER(Policy, Policy[Policy_Type__c] in {"Active", "Expired", ""} )
)
Calculation can be sum, counta, countrows based on your needs!, Thanks
I think you are missing the expression, you want to do
CALCULATE(<expression>[, <filter1> [, <filter2> [, …]]])
try this..
# of Non-Insureds 2 =
CALCULATE (
-- you are missing this. Change to the calculation of your interest
SUM ( Account[Amount] ),
TREATAS( VALUES(Policy[Account__c]), Account[Id]),
-- you want to check one of the values I believe
FILTER(Policy, Policy[Policy_Type__c] in {"Active", "Expired", ""} )
)
Calculation can be sum, counta, countrows based on your needs!, Thanks
Got it... Thanks for your help! Works great.
Glad to hear that it worked 🙂