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JoseGarcia
Creator III
Creator III

Exclude records

Hi there, 

Can anyone assist with the following?

Is it possible to exclude all records from Dimension: Status that contain CLOSED from all dashboard kpi objects?

I thought I could add an expression to sheet properties with the data limitation.

I cannot add limitation by the script as I may need CLOSED records for another sheet.

As always, thanks a million for your support! 

JoseGarcia_0-1603122971762.png

Regards

Jose

1 Solution

Accepted Solutions
Vegar
MVP
MVP

You can exclude the Status CLOSED transactions in the expressions used in your dashboard by using set analysis.

Let's say you have an expression SUM(Amount) then you would need to extend that expression with a SET excluding Status CLOSED, like this. 

SUM({<Status={'CLOSED'} >} Amount)

I hope this could be of help for you . 

View solution in original post

2 Replies
Vegar
MVP
MVP

You can exclude the Status CLOSED transactions in the expressions used in your dashboard by using set analysis.

Let's say you have an expression SUM(Amount) then you would need to extend that expression with a SET excluding Status CLOSED, like this. 

SUM({<Status={'CLOSED'} >} Amount)

I hope this could be of help for you . 

JoseGarcia
Creator III
Creator III
Author

Vegar , 
Many thanks for you reply.

This mean I have apply set analysis expression to every KPI object. 

A bit long winded, but It works! 

 

Rgards

jose