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Contributor III
Contributor III

Using one filter, filter data by column A for alt.state A and by column B for alt. state B


Let's say that in my dashboard I use KPI's for SALES and LEADS.

SALES: sum of the sales for the period from the DATE OF TRANSACTION (date A - column A).
LEADS: count of all the ClientID Numbers for the period from the DATE OF REGISTRATION (date B - column B).

Now the situation is that I have a separate charts and KPI Objects for each, as you can see on the attached sample screen.

What I wish to have in the report is to have a possibility to chose a month and a year in a filter and that will affect both alternate states, but filtering by different column for each alternate state. So, by choosing January in the filter, I want it to show:
A: Sum of the SALES made in JANUARY of year X
B: Count of LEADS - clients registered in January of year X

With all other filters identical for both states.

Is that even possible? If not is there a good alternative? Or do I have no other choice to redesign the report?

I tried, but I could't find a working solution, thus making this post.

Thanks in advance for any help!



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2 Replies
Creator III
Creator III

sum({[A]*[B]<[Date_field]={"ur condition"}>}Sales) //use both alternate state

sum({[A]<[Date_field]={"ur condition"}>}Sales) // Use only A state

sum({[A]*$[Date_field]={"ur condition"}>}Sales) //Use only A state and other selections selections also, but will ignore the selection of B state







Contributor III
Contributor III

First of all, thanks for the answer UserID2626.

However my issue was a bit different than what your clues are about. I know how to use alternate states in the analysis.

What I had issues with was to be able to filter 2 dates with the same filter field, and since I couldn't get it working with Canonical Dates, I thought about Alternate States. Sorry if I my post wasn't clear enough.

Good news is that I was finally able to do it with Canonical Date, so it was indeed the solution I needed. 🙂