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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
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
I am getting - for Product 1's Adviser value. But the Adviser value is being returned for Product 2 and 3.
can you show with an example dummy data so i can recreate your scenariao?