3 Replies Latest reply: Mar 31, 2017 11:28 AM by Sunny Talwar RSS

    Setting Selection Criteria as a Variable

    Chris Weldon

      Hi,

       

      I have an app that has about 60 visualisations across 10 sheets.  In each visualisation I am using the same criteria in set analysis to filter the results.  This makes it a bit hard for people who are trying to understand what I have done, and also painful if I want to change the standard criteria.  So I would like to set the standard criteria that appear on every visualisation up as a variable at a Quote level (the standard unit of counting for this app).  Then in each visualisation I want to check if the variable is Yes or No for that Quote and will include / exclude on that basis.

       

      So for example the standard set analysis criteria are:

       

      count(distinct{<Q_QUOTE_TrackedQuote={'Yes'},Q_QUOTE_QuoteType-={'Research'},Q_QUOTE_QuoteStatus*={'Issued','Finalised'},

      Q_QUOTE_StartDate={">=$(=date(vStartDate,'DD/MM/YYYY'))<=$(=date(vEndDate,'DD/MM/YYYY'))"}>}CaseID)

       

      In this case I happen to be counting the CaseID, but I might be summing premium or something else, but it always uses the same criteria in the set analysis.  This all works fine.

       

      I have tried adding that Set Analysis to a variable like this using AGGR to get an answer at QuoteID level:

       

      aggr(if(count(distinct{<Q_QUOTE_TrackedQuote={'Yes'},Q_QUOTE_QuoteType-={'Research'},Q_QUOTE_QuoteStatus*={'Issued','Finalised'},

      Q_QUOTE_StartDate={">=$(=date(vStartDate,'DD/MM/YYYY'))<=$(=date(vEndDate,'DD/MM/YYYY'))"}>}CaseID)>0,'Yes','No'),QuoteID)

       

      Then I tried to use the variable in a table as follows:

       

      count(distinct{<'$(=$(vQuoteIncludedInSelection))='Yes''>}CaseID)

       

      I have also tried various other syntaxes but still get a series of Nulls as an answer.

       

      Am I missing something obvious?

       

      Many thanks to you all in advance.

       

      Chris