Set Analysis based on condition

[#1]

Hi,

I'm trying to use a variable to control a set analysis operation.

Currently my variable vSetPortfolio contains the expression

%Key_MatterPartner={'$(=Only(UserKey))'}

What I'd like to do is instead of always setting %Key_MatterPartner, is conditionally set either %Key_MatterPartner or another field %Key_MatterExec based on the selected value in my Rank field. So, if Rank is 'Partner' use %Key_MatterPartner={'$(=Only(UserKey))'} otherwise use %Key_MatterExec={'$(=Only(UserKey))'}

So far I have tried this:

if(Rank='Partner',%Key_MatterPartner={'$(=Only(UserKey))'},%Key_MatterExec={'$(=Only(UserKey))'})

however this seems to set both %Key_MatterPartner AND %KeyMatterExec at the same time.

Help!

Marcus

[Miguel_Angel_Baeyens · Accepted solution]

Hello Marcus and welcome to the Forums,

As you already have a variable for each case, you may add in your set analysis a new variable (say, vSetAnalysis) which is populated with one of the existing, based on a selected field, triggered by a button or something:

Sum({< $(vSetAnalysis) >} Amount)

where vSetAnalysis will have

%Key_MatterPartner = {'$(=Only(UserKey))'}

Hope that helps

[#3]

Hi Miguel,

thanks for your help.

What I tried was setting up two variables to contain each of my conditions,

so:
vSetPartnerPortfolio = %Key_MatterPartner={'$(=Only(UserKey))'}
vSetAssociatePortfolio = %Key_MatterExec={'$(=Only(UserKey))'}

Then a macro to set a third variable to one of these dependant on the users' rank.

set rank = ActiveDocument.Fields("Rank").GetOptionalValues

set vSetPortfolio = ActiveDocument.GetVariable("vSetPortfolio")
set vSetAssociatePortfolio = ActiveDocument.GetVariable("vSetAssociatePortfolio")
set vSetPartnerPortfolio = ActiveDocument.GetVariable("vSetPartnerPortfolio")

if rank.count=1 and rank.item(0).Text = "Associate" then
vSetPortfolio.SetContent vSetAssociatePortfolio.GetContent.String, true
else
vSetPortfolio.SetContent vSetPartnerPortfolio.GetContent.String, true
end if

Not quite as elegant as I was hoping, my preference would have been just to have an if condition in my vSetPortfolio variable, but it seems to work just fine.

Marcus