I would like to base my Sales figure on two fields within my Set Modifier. The trick that I battle with is to get the two fields in my Set Modifier working like an "OR" as in an IF Statement. Thus if either the Region = 'X' OR the MarketSegment = 'Y' in my Set Modifier, then it should sum the Sales value. How would I do this? Probably very simple... Thanks
Two ways I'd look at it - either add an extra column with a Y/N flag that returns your if statement requirements or would using Bookmarks work?
If you create a Bookmark that selects Region = 'X' and MarketSegment = 'Y' then that should (if I've understood them correctly) give you the results you need. Not sure if it's different in version 9 - I'm running version 8.5 at the moment (but soon to upgrade).
I think you can use wild cards in the bookmark so this shouldn't create a problem so you could try that, I find it helpful to have the current selections box showing while I'm creating some of these things as it's simpler to make sure your bookmark has exactly what you want in it and nothing else. Otherwise I'd probably find it easier to clean up the data as you load if this is part of the problem. Where there is *cash* in the MARKET SEGMENT is there ever going to be something other than *CASH SALE* in the CUSTOMER field? Alternatively go down the additional field route.
In the above example you should be able to create a bookmark that selects
CUSTOMER = *CASH SALES*
PartRev = R
MARKET SEGMENT = *cash*
Then your set analysis statement just references the bookmark name.