How to restrict values in a dimension

[paul_ripley]

Hello

I have table of portfolio values.  I only want to show the values that begin with IC (some begin with EX)

I'm not sure if I do this as a calculated dimension or within the expression.

I tried the below in the expresson so I suspect mayabe i need to do this as a calculated dimension but not sure how

sum({$ <period = {">=$(vStartPeriod_CY)<=$(vEndPeriod_CY)"}, groupcoa ={4006}, portfolio = {'IC*'} >} cur_amount )

Many thanks

Paul

[ramchalla · Accepted solution]

Hi @paul_ripley ,

it is good to create a new field in script editor and use that field in the table. please try replacing single quotes with double quotes in the set expression for portfolio. try using the below expression.

sum({$ <period = {">=$(vStartPeriod_CY)<=$(vEndPeriod_CY)"}, groupcoa ={4006}, portfolio = {"IC*"} >} cur_amount )

[paul_ripley]

Hi  

Just FYI  I created a calculated dimension as so  =if(wildmatch(portfolio, 'IC*'), portfolio)

Kind regards

Paul