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GDunn1
Contributor III
Contributor III

Filtering Adviser Names based on Product and Value Criteria

I am trying to create a dimension that only shows advisers based on the following (multiple) criteria;

=If( (Product = 'Product 1' AND [FY24 Inflows] > 1000000) OR
(Product = 'Product 2' AND ClosingFUA > 0) OR
(Product = 'Product 3' AND [FY24 Inflows] > 0) OR
(Product = 'Product 4') OR
(Aggr(Sum(ClosingFUA), PracticeName) > 5000000),
AdviserName )

I will then use another dimension for column headers showing only the products I want to see values for.

Pivot Table
Rows = filtered adviser names
Column = filtered product
Values = ClosingFUA

Labels (3)
3 Replies
Qrishna
Master
Master

whats the problem with your current expression: 

=If(
(Product = 'Product 1' AND [FY24 Inflows] > 1000000) OR
(Product = 'Product 2' AND ClosingFUA > 0) OR
(Product = 'Product 3' AND [FY24 Inflows] > 0) OR
(Product = 'Product 4') OR
(Aggr(Sum(ClosingFUA), PracticeName) > 5000000),
AdviserName,
NULL()

suppress null values

GDunn1
Contributor III
Contributor III
Author

I am getting - for Product 1's Adviser value. But the Adviser value is being returned for Product 2 and 3.

Qrishna
Master
Master

can you show with an example dummy data so i can recreate your scenariao?