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Hi,
Sorry if this is a dumb question. I’m not too sure if this can even be done with Qlik’s model. But is it possible to use set analysis to ignore the current selection except one field linked to that selection (InvestmentID).
I have a table of owners and an investment table with the main link being the investment ID. One investment can have multiple owners but when you make a search/selection (using a filter pane) in qlik on one person then this list only shows that specific person selected – there is no way to see the other linked investors.
I was wondering if it’s possible to still have a straight table display all linked owners to an investment despite one person being selected.
Hopefully the example below helps show what I am needing.
E.g.: A search on Sam smith returns the current result but I would like to have something like the tables highlighted which takes into account the Sam’s InvestmentID link to Angela. So even though a search was done on Sam Smith, users would still be able to see Angela Russel details somewhere within the sheet. I have a filter pane where you can search on Owner, InvestmentID, Investments and other dimensions not relevant to this and the tables populate and change based on selection(s).
Current result in Sheet |
||
InvestmentID |
Owner/Investors |
Investments |
72 |
Sam Smith |
McDonalds |
Desired Result (Opt1:Main Summary Table) |
Desired Result (Opt2: Separate table in sheet) |
|||||||
InvestmentID |
Owner/Investors |
Investments |
OR |
LINKED OWNER(S) |
||||
72 |
Sam Smith |
McDonalds |
InvestmentID |
Owner/Investors |
Investments |
|||
72 |
Angela Russel |
McDonalds |
72 |
Angela Russel |
McDonalds |
Investment Table |
Owner Table |
|||
InvestmentID |
Investments |
InvestmentID |
Owner/Investors |
|
72 |
McDonalds |
72 |
Sam Smith |
|
72 |
McDonalds |
72 |
Angela Russel |
|
79 |
Burger King |
79 |
Tom Cruise |
|
82 |
Ford |
82 |
Tim Finn |
|
90 |
Toyota |
90 |
Sally Rile |
I have been reading and searching for quite some time on set analysis and only see examples with numeric fields and aggregation functions like the below example thread. This is the reason for my post. If this is possible what functions could I use as I am not needing a sum or count.
Unrelated expression found online: sum({1<[Stock]={'Stock 1','Stock 3'}>} Amount)
Any help is greatly appreciated.
Thanks heaps,
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If you want to ignore selections in Owner/Investors, it can be done within the set expression:
sum({1<[Stock]={'Stock 1','Stock 3'}, [Owner/Investors]=>} Amount)
Thank you for this. Will this just be another column in my table? How would the expression be when I don't have stock or amount. Apologies not too sure where to place investmentId and owner/investor.
My only other question is there a way to still the list filtering to linked owners despite selecting a person?