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enrique_farias
Contributor
Contributor

Set analysis or another function?

Hello to everyone

I have a pivot table like this:

Columns: field "type_of_account" (which contains sales +, costs -, expenses -)

Rows: client name

Measure: sum(ammount)

I want to show in the pivot table only the clients which are not profitable, which means (sales-costs-expenses)<0.

Besides, when doing the sum of "type_of_account" it is needed to be filtered for another field, "source" not equal to "XXX".

How can I solve this? I read a lot in the community, but cant figure out which function is needed (aggr? set analysis? if? a combination of them?).

Thank you very much in advance for your help!!

Regards,

Enrique

1 Reply
sunny_talwar
MVP
MVP

May be like this

Sum({<client = {"=Sum({<type_of_account = {'sales +'}>} amount) - Sum({<type_of_account = {'costs -', 'expenses -'}>}amount)"}>} amount)