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I was using the following formula but it is wrong:
Count({<[Primary Care Manager Name]={"=sum({<[Tier-TierNum]={'3','4'}>}[countall])>200"}>} distinct [Primary Care Manager Name])
I want all Primary Care managers who have a case load over 200, and any results in Tier 3 or Tier 4.
I have a table on my desktop that shows the data and I have removed identifying information. Name 25, so just 25 records is the last care mgr to have any when I sorted the data.
Care Mgr | Caseload | # Care Mgrs | Tier 1 | Tier 2 | Tier 3 | Tier 4 | Tier 5 | Pending Tier |
name 1 | 252 | 1 | 0 | 0 | 107 | 145 | 0 | 0 |
name 2 | 203 | 1 | 0 | 0 | 87 | 116 | 0 | 0 |
name 3 | 226 | 1 | 0 | 0 | 82 | 144 | 0 | 0 |
name 4 | 227 | 1 | 0 | 0 | 76 | 151 | 0 | 0 |
name 5 | 218 | 1 | 0 | 0 | 75 | 143 | 0 | 0 |
name 6 | 223 | 1 | 0 | 0 | 71 | 152 | 0 | 0 |
name 7 | 202 | 1 | 0 | 0 | 69 | 133 | 0 | 0 |
name 8 | 207 | 1 | 0 | 0 | 68 | 139 | 0 | 0 |
name 9 | 202 | 1 | 0 | 0 | 7 | 195 | 0 | 0 |
name 10 | 252 | 1 | 0 | 0 | 1 | 251 | 0 | 0 |
name 11 | 201 | 1 | 0 | 0 | 1 | 200 | 0 | 0 |
name 12 | 201 | 1 | 0 | 0 | 1 | 199 | 1 | 0 |
name 13 | 314 | 1 | 0 | 0 | 1 | 2 | 311 | 0 |
name 14 | 251 | 1 | 0 | 0 | 0 | 251 | 0 | 0 |
name 15 | 250 | 1 | 0 | 0 | 0 | 250 | 0 | 0 |
name 16 | 250 | 1 | 0 | 0 | 0 | 249 | 1 | 0 |
name 17 | 250 | 1 | 0 | 0 | 0 | 247 | 3 | 0 |
name 18 | 230 | 1 | 0 | 0 | 0 | 230 | 0 | 0 |
name 19 | 215 | 1 | 0 | 0 | 0 | 215 | 0 | 0 |
name 20 | 211 | 1 | 0 | 0 | 0 | 210 | 1 | 0 |
name 21 | 203 | 1 | 0 | 0 | 0 | 203 | 0 | 0 |
name 22 | 484 | 1 | 0 | 0 | 0 | 3 | 481 | 0 |
name 23 | 460 | 1 | 0 | 0 | 0 | 2 | 458 | 0 |
name 24 | 8,150 | 1 | 0 | 0 | 0 | 1 | 8,149 | 0 |
name 25 | 383 | 1 | 0 | 0 | 0 | 1 | 382 | 0 |
name 26 | 10,260 | 1 | 0 | 0 | 0 | 0 | 10,260 | 0 |
name 27 | 810 | 1 | 0 | 0 | 0 | 0 | 810 | 0 |
name 28 | 747 | 1 | 0 | 0 | 0 | 0 | 747 | 0 |
name 29 | 561 | 1 | 0 | 0 | 0 | 0 | 561 | 0 |
What are you expecting as an output table?
It was a KPI I am having issues with.
=Count({$<[Tier 3]={">200"}>+<[Tier 4]={">200"}>}DISTINCT[Care Mgr])
I think that gives me just those with a sum in the Tier column for Tier 3 of over 200. But I need any with a Total caseload of 200, and then of that if they also have ANY cases in Tier 3 or tier 4.
I think your formula and my existing one would not get 'Name 13" because their caseload was found in Tier 5 actually so it does not count.
I mean I want to see Name 13 but I think the formulas are not going to show that person.