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Anonymous
Not applicable

Tricky Filtering

I have this data:

1.PNG 

 

Within this data there are two types you can have: Premier or Professional. Premier types may or may not have a Payroll AM populated. Professional types will NEVER have a Payroll AM. For the Premier type, I am only interested in accounts that DO have a Payroll AM. Problem is, I can't simply click on the Payroll AM column and weave out the nulls because that will also filter out all of the Professional results which I need so we can toggle back and forth between the two types.

 

So is there is any way to filter out Premier records that have "null" as their Payroll AM while simultaneously not touching the Professional records? And is there a way to do it so it's automatic as new results come in? We would definitely get records in the future without a Payroll AM and I don't want to come in every month and manually filter them out, if possible. Thanks!

 

 

1 ACCEPTED SOLUTION
Vvelarde
Community Champion
Community Champion

@Anonymous

 

Hi, I'll take the way to create a conditional column to evaluate both columns to obtain 1-0 or Yes/No and filter using this new column.

 

Regards

 

Victor




Lima - Peru

View solution in original post

3 REPLIES 3
Greg_Deckler
Super User
Super User

Create a new column along the lines of:

 

if [Type] = "Professional" then 2 else if [Type]="Premier" && [Payroll AM] <> null then 1 else 0

Filter out the 0's and remove the column.


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Anonymous
Not applicable

Thank you @Greg_Deckler and @Vvelarde for the responses. I did something similar that gave me results I was looking for. Not sure if it's best practice. I made copies of both columns and merged them together with a "-" as a separator. So if an account is Premier and has no account manager, it would just be "Premier-":

1.PNG

 

I'm then just using this merged column as a page level filter and unchecking the "Premier-" option. Gives me what I would need to see from both types.

Vvelarde
Community Champion
Community Champion

@Anonymous

 

Hi, I'll take the way to create a conditional column to evaluate both columns to obtain 1-0 or Yes/No and filter using this new column.

 

Regards

 

Victor




Lima - Peru

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