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Limit list to only those Partners that exceed a limit of sales

I have a list of resellers with a columm that sums prior year sales. I want my table or pivot to exclude those resellers whose prior year sales are less than 300,000 in sales. Sales are calculated for prior year based on below formula. How do I do this? I am going to have a few of these tables on one tab of a dashboard so I want them to be static. Each will have differ limits and differ authorizations.

sum

( {$<[Fiscal Year] = {$(#=Only([Fiscal Year])-1)}, [PIP Authorization]= {"AEC"}, [Fiscal Qtr] =>} [Bookings]

)





4 Replies
Oleg_Troyansky
Partner Ambassador/MVP
Partner Ambassador/MVP

You need to use "nested" Set Analysis here. Based on your description, you want to only show Resellers with prior year sales exceeding 300,000. Hence, your Chart Expression should look like this:

sum ({< Reseller = {"=sum ( {$<[Fiscal Year] = {) $(#=Only([Fiscal Year])-1)}, [PIP Authorization]= {"AEC"}, [Fiscal Qtr] =>} [Bookings])>300000} >} [Bookings])

this should do (don't guarantee the exact syntax, I had to type it here...

cheers,

Not applicable
Author

thank you! I think this will just set the value to zero and not exclude the partner all together from the table. Where in the table properites do i put this filter.

Not applicable
Author

I tried inputing your code but it isn't working for me. Reseller = [Partner Name] in my QVD. so I replaced Reseller with the below but get all zeros in the column. What am I doing wrong?

sum ({< [Partner Name] = {"=sum ( {$<[Fiscal Year] = {) $(#=Only([Fiscal Year])-1)}, [PIP Authorization]= {"AEC"}, [Fiscal Qtr] =>} [Bookings])>300000} >} [Bookings])

Oleg_Troyansky
Partner Ambassador/MVP
Partner Ambassador/MVP

This expression goes into your Chart Expression. When I was typing, I missed one ending double quote. Try it like this:

sum ({< [Partner Name] = {"=sum({$<[Fiscal Year] = { $(#=Only([Fiscal Year])-1)}, [PIP Authorization]= {"AEC"}, [Fiscal Qtr] =>} [Bookings])>300000"} >} [Bookings])