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SMiller_FL
Contributor III
Contributor III

sum of one column, any results found in 2 others

I was using the following formula but it is wrong:

Count({<[Primary Care Manager Name]={"=sum({<[Tier-TierNum]={'3','4'}>}[countall])>200"}>} distinct [Primary Care Manager Name])

I want all Primary Care managers who have a case load over 200, and any results in Tier 3 or Tier 4. 

I have a table on my desktop that shows the data and I have removed identifying information. Name 25, so just 25 records is the last care mgr to have any when I sorted the data. 

Care Mgr Caseload # Care Mgrs Tier 1 Tier 2 Tier 3 Tier 4 Tier 5 Pending Tier
name 1 252 1 0 0 107 145 0 0
name 2 203 1 0 0 87 116 0 0
name 3 226 1 0 0 82 144 0 0
name 4 227 1 0 0 76 151 0 0
name 5 218 1 0 0 75 143 0 0
name 6 223 1 0 0 71 152 0 0
name 7 202 1 0 0 69 133 0 0
name 8 207 1 0 0 68 139 0 0
name 9 202 1 0 0 7 195 0 0
name 10 252 1 0 0 1 251 0 0
name 11 201 1 0 0 1 200 0 0
name 12 201 1 0 0 1 199 1 0
name 13 314 1 0 0 1 2 311 0
name 14 251 1 0 0 0 251 0 0
name 15 250 1 0 0 0 250 0 0
name 16 250 1 0 0 0 249 1 0
name 17 250 1 0 0 0 247 3 0
name 18 230 1 0 0 0 230 0 0
name 19 215 1 0 0 0 215 0 0
name 20 211 1 0 0 0 210 1 0
name 21 203 1 0 0 0 203 0 0
name 22 484 1 0 0 0 3 481 0
name 23 460 1 0 0 0 2 458 0
name 24 8,150 1 0 0 0 1 8,149 0
name 25 383 1 0 0 0 1 382 0
name 26 10,260 1 0 0 0 0 10,260 0
name 27 810 1 0 0 0 0 810 0
name 28 747 1 0 0 0 0 747 0
name 29 561 1 0 0 0 0 561 0

 

5 Replies
BrunPierre
Partner - Master II
Partner - Master II

What are you expecting as an output table?

SMiller_FL
Contributor III
Contributor III
Author

It was a KPI I am having issues with. 

 

BrunPierre
Partner - Master II
Partner - Master II

=Count({$<[Tier 3]={">200"}>+<[Tier 4]={">200"}>}DISTINCT[Care Mgr])

SMiller_FL
Contributor III
Contributor III
Author

I think that gives me just those with a sum in the Tier column for Tier 3 of over 200. But I need any with a Total caseload of 200, and then of that if they also have ANY cases in Tier 3 or tier 4. 

I think your formula and my existing one would not get 'Name 13" because their caseload was found in Tier 5 actually so it does not count. 

 

SMiller_FL
Contributor III
Contributor III
Author

I mean I want to see Name 13 but I think the formulas are not going to show that person.