topic Filter data when two dimensions match in QlikView

Filter data when two dimensions match

ttmaroney — Mon, 26 Jan 2026 18:19:17 GMT

I have dimensions called Assignee and Customer, and I want to filter the data to see only work tickets which are self-initiated. My thought is to create a dimension called Self Initiated and have the value set to 1 (or true) if Assignee=Customer and 0 or false if it does not. I want to see the work tickets that are self initiated. What is the best way to accomplish this?

Re: Filter data when two dimensions match

sunny_talwar — Thu, 03 Mar 2016 17:52:47 GMT

If Assignee and Customer comes from the same table, you can surely create a flag (0 or 1) and then use the flag in your set analysis {<Flag = {1}>}

Re: Filter data when two dimensions match

ttmaroney — Wed, 09 Mar 2016 20:37:34 GMT

Both variables are loaded from the same sql database. How would I accomplish this with a flag?

Re: Filter data when two dimensions match

sunny_talwar — Wed, 09 Mar 2016 21:34:59 GMT

Are they variables or fields?

Re: Filter data when two dimensions match

ttmaroney — Thu, 10 Mar 2016 13:15:16 GMT

Both are Fields [Assignee Name] and [Customer Name], and both fields load and I can filter by them. For now I made a table with those fields and [Ticket Number], exported it to Excel, and made a variable [Self Gen] and made it 1 if the [Assignee Name] =[Customer Name] and 0 if it doesn't, then loaded that spreadsheet into QlikView with only the [Ticket Number] and [Self Gen] fields. The problem is we have over 550,000 tickets and now I've added a manual process that's will not update when I reload data. There has to be a better way.

Re: Filter data when two dimensions match

sunny_talwar — Thu, 10 Mar 2016 13:21:16 GMT

In your load script have you tried this:

If([Assignee Name] = [Customer Name], 1, 0) as Flag

Re: Filter data when two dimensions match

puttemans — Thu, 10 Mar 2016 14:02:15 GMT

You can stay in Qlik, add the variable as Sunny defined. I'd give it a twist, but the formula remains :

IF([Assignee Name] = [Customer Name], 'yes', 'no') as [Self Initiated].

If you make a table in Qlik with the 2 fields you used to load from Excel ([Ticket Number] and [Self Gen] fields), and you make sure you can select 'yes' in the Self Initiated field, then I think you get what you need.

Regards,

Johan

Re: Filter data when two dimensions match

ttmaroney — Thu, 10 Mar 2016 14:17:53 GMT

With both methods I am getting a script error when I reload the data after adding the code. I have added a tab in the script editor at demoted that tab to the last. With both methods, the coma after [Customer Name] is underlined in red (I underlined it below). That makes me think there is a simple syntax error, like a missing {} or sa space issue.

IF([Assignee Name] = [Customer Name], 'yes', 'no') as [Self Initiated]

If([Assignee Name])=([Customer Name]),1,0) as Flag

Re: Filter data when two dimensions match

sunny_talwar — Thu, 10 Mar 2016 14:23:21 GMT

Are you adding this within your load statement, correct?

LOAD [Assignee Name],

[Customer Name],

OtherFields,

If([Assignee Name] = [Customer Name], 1, 0) as Flag

FROM/Resident ...

Re: Filter data when two dimensions match

ttmaroney — Thu, 10 Mar 2016 14:56:00 GMT

WOW!. Both of you guys have been very helpful. There is no way I could have done with without your help. I am building an application upon a load statement written by someone else that pulls data directly from an SQL database. This is part of the first tab of the load:

SELECT Customer.last_name + ', ' + Customer.first_name AS [Customer Name]
,Assignee.last_name + ', ' + Assignee.first_name AS [Assignee Name]

...

So I took Sunny's input on the load statement (which made the red underline in the condition go away), and I used Putteman's if statement:

SelfGen:
Load
[Assignee Name],
[Customer Name],
IF([Assignee Name] = [Customer Name], 'yes', 'no') as [Self Initiated]

RESIDENT Tickets
;

And it works like a champ with no additional labor, which is the way I like it. Thank you both again.