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Within my chart (heat map) I want to use something like this to exclude names from a specific field. In this case, I don't want anything associated with 'Performance' to appear. I used this for a bar chart:
IF ( [ Managed Section ] ) < > 'Performance' , [ Managed Section ] ) ... in this case, 'Performance' is an element of the 'Managed Section' field.
Now, what I want to add to this. I don't want any names from a separate field - User Name - that are associated with 'Performance' under Managed Section to appear in a heat map.
How do I create this so that I exclude any rows that are associated with 'Performance'?
You can try using a set analysis expression. Suppose you now have an expression sum(Amount). You can change that to sum({<[User Name]=E({<[Managed Section]={'Performance'}>} [User Name])>}Amount) to exclude all User Name values that are associated with records where the field Managed Section contains the value Performance. You'd have to add the new part that was added to the expression to every expression in your chart
You can try using a set analysis expression. Suppose you now have an expression sum(Amount). You can change that to sum({<[User Name]=E({<[Managed Section]={'Performance'}>} [User Name])>}Amount) to exclude all User Name values that are associated with records where the field Managed Section contains the value Performance. You'd have to add the new part that was added to the expression to every expression in your chart