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Hi,
I have an app that has about 60 visualisations across 10 sheets. In each visualisation I am using the same criteria in set analysis to filter the results. This makes it a bit hard for people who are trying to understand what I have done, and also painful if I want to change the standard criteria. So I would like to set the standard criteria that appear on every visualisation up as a variable at a Quote level (the standard unit of counting for this app). Then in each visualisation I want to check if the variable is Yes or No for that Quote and will include / exclude on that basis.
So for example the standard set analysis criteria are:
count(distinct{<Q_QUOTE_TrackedQuote={'Yes'},Q_QUOTE_QuoteType-={'Research'},Q_QUOTE_QuoteStatus*={'Issued','Finalised'},
Q_QUOTE_StartDate={">=$(=date(vStartDate,'DD/MM/YYYY'))<=$(=date(vEndDate,'DD/MM/YYYY'))"}>}CaseID)
In this case I happen to be counting the CaseID, but I might be summing premium or something else, but it always uses the same criteria in the set analysis. This all works fine.
I have tried adding that Set Analysis to a variable like this using AGGR to get an answer at QuoteID level:
aggr(if(count(distinct{<Q_QUOTE_TrackedQuote={'Yes'},Q_QUOTE_QuoteType-={'Research'},Q_QUOTE_QuoteStatus*={'Issued','Finalised'},
Q_QUOTE_StartDate={">=$(=date(vStartDate,'DD/MM/YYYY'))<=$(=date(vEndDate,'DD/MM/YYYY'))"}>}CaseID)>0,'Yes','No'),QuoteID)
Then I tried to use the variable in a table as follows:
count(distinct{<'$(=$(vQuoteIncludedInSelection))='Yes''>}CaseID)
I have also tried various other syntaxes but still get a series of Nulls as an answer.
Am I missing something obvious?
Many thanks to you all in advance.
Chris
What if you add this to a variable
vVar
{<Q_QUOTE_TrackedQuote={'Yes'},Q_QUOTE_QuoteType-={'Research'},Q_QUOTE_QuoteStatus*={'Issued','Finalised'}, Q_QUOTE_StartDate={">=$(=date(vStartDate,'DD/MM/YYYY'))<=$(=date(vEndDate,'DD/MM/YYYY'))"}>}
and then use this like this
Count(Distinct $(vVar) CaseID)
or you might need an equal sign
Count(Distinct $(=vVar) CaseID)
What if you add this to a variable
vVar
{<Q_QUOTE_TrackedQuote={'Yes'},Q_QUOTE_QuoteType-={'Research'},Q_QUOTE_QuoteStatus*={'Issued','Finalised'}, Q_QUOTE_StartDate={">=$(=date(vStartDate,'DD/MM/YYYY'))<=$(=date(vEndDate,'DD/MM/YYYY'))"}>}
and then use this like this
Count(Distinct $(vVar) CaseID)
or you might need an equal sign
Count(Distinct $(=vVar) CaseID)
Brilliant - many thanks - and super quick too.
It was the first one by the way.
Cheers
Chris
Variables often confuses me... its a hit and trial when it comes to variable for me...