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anthony-gb
Contributor II
Contributor II

Specifying allowed filters for a particular chart

Hello, 

I have a KPI which is looking at the SUM of the budget for sales.

I have a three filter panes

1. Filter on the Country/Division/Budget Holder/Office
2. Filter on Year
3. Filter on the state of the Opportunity (new/won/lost)

The problem I have is that I only want this KPI to be impacted by filters 1/2, because there is no relationship in the data model between the State of the Opportunity, and the amount budgeted.

I have tried using this structure but it only seems to work if I want to limit it to Filter 2, not Filter 1 or 2.

sum({1<FieldToKeep=P(FieldToKeep)>}Fieldname)

eg. sum({1<spending_year=P(spending_year)>}amount)

Ideally, i'd like to be able to continue to filter but ignore the filter on new/won/lost because if it is included it sums to 0

 

Labels (2)
1 Solution

Accepted Solutions
PradeepK
Creator II
Creator II

Referring to master dimensions in expression is not yet possible in Qlik Sense As of Jan 2021..

You can move the IF condition to script and create new field and use new field in set expression and filter.

Also whenever possible avoid using calculated dimension at front-end.

View solution in original post

3 Replies
PradeepK
Creator II
Creator II

You can Ignore field selections by adding <fieldName> = .. in Set Expression.. Try below syntax :

sum( {< fieldToIgnore = > } amount)

anthony-gb
Contributor II
Contributor II
Author

Thanks for the quick response

It still hasn't fixed the issue - maybe because Filter 3 is a master item
which is grouping the 'state' field?

i.e
if(Match(state,'completed','closed'),'Won',Match(state,'lost','cold'),'Lost')

I tried this sum( {< state = > } amount) but when I choose a state, the
amount in my KPI sets to 0
PradeepK
Creator II
Creator II

Referring to master dimensions in expression is not yet possible in Qlik Sense As of Jan 2021..

You can move the IF condition to script and create new field and use new field in set expression and filter.

Also whenever possible avoid using calculated dimension at front-end.