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Beginner
Contributor III
Contributor III

Set Analysis Help for Aggregating Values in Filter Pane

Hi all,

 

I am trying to aggregate the various names of the same client for my filter pane.

At the moment it looks something like this in my filter pane, so I have to click all the variances to get the full picture.

Client A

Client A Corp.

Client A Corportation

Client B

Client B Inc

Client B Inc.

Client B Incorporated

 

What set analysis can I use so aggregate all my variances per customer? I am willing even to take the time to create a super long set analysis, I just need to know how to do it/which expressions to use.

1 Solution

Accepted Solutions
Beginner
Contributor III
Contributor III
Author

This is the solution that worked for me:

 

=replace(if(WildMatch([Client Name],'*A*'),[Client Name]), if(WildMatch([Client Name],'*A*'),[Client Name]), 'Client A Corp')

View solution in original post

3 Replies
Beginner
Contributor III
Contributor III
Author

This so far works for filtering for Client A, and I continue for the rest of the clients in the same format. 

=if(WildMatch([Client Name] ,'*A*') [Client Name])

But now I would like to name all those Client A variances into one called Client A Corp. How do I now aggregate the values into one?

I tried this:

=if(WildMatch([Client Name] ,'*A*', [Client Name]='Client A Corp'))

But this is resulting in an error. 

 

Please HELP! 

sunny_talwar

Try something like this

=If(WildMatch([Client Name], '*A*'), 'Client A Corp'))
Beginner
Contributor III
Contributor III
Author

This is the solution that worked for me:

 

=replace(if(WildMatch([Client Name],'*A*'),[Client Name]), if(WildMatch([Client Name],'*A*'),[Client Name]), 'Client A Corp')