• Replies 2 replies
  • Subscribers 701 subscribers
  • Views 105 views
  • Users 0 members are here
Options
Related

Filtering specific values in a table

John Gerteisen
$organization

Hello,

I am attempting to create a widget with a table of current values of income for each of our campaigns. 1/6 of those campaigns must use a specific start date for reporting, but the other 5/6 must have an open start date. Is this possible, and where do I begin. 

Background: I have some familiarity with Analytics. I have been able to create the widget with open start dates and also with closed start dates, but I cannot figure out how to make it have mixed start dates. I have some experience using filtered values and formulas, but have not been able to figure this one out. 

Thank you!

Parents
  • $organization

    Hi John,

    Closing the loop from slack by reposting that thread here for other community members to find in the future. 

    Thanks!

    Chris Wallingford
    I recommend including all time from the filter perspective and use a formula in your widgets that is similar to...
    [Total Amount] - ( [Total Amount] , [Campaign=1/6] , [Contribution Date Fiscal Year < 2023] )
    Or
    ( [Total Amount] , [Campaign=5/6] ) + ( [Total Amount] , [Campaign=1/6] , [Contribution Date Fiscal Year = 2023] )
    In the latter case, the dashboard campaign filter is redundant / overridden by the formula level filter. More on filtered values.
    John Gerteisen
    I got this to work yesterday, and the example and documentation was very helpful. Is it possible to get a pivot with the values for each campaign, where the 5/6 campaigns have open date ranges and the 1/6 campaign is restricted to a date range?
    Chris Wallingford
    If you have Campaign on rows, and a widget or dashboard filter set to those 6 campaigns, then I would try a value like...
    IF (
      [Max Campaign ID] = {hardcode the ID of the 1/6 Campaign}
      , ( [Total Amount] , [Contribution Date Fiscal Year = 2023] )
      , [Total Amount]
    )
Reply
  • $organization

    Hi John,

    Closing the loop from slack by reposting that thread here for other community members to find in the future. 

    Thanks!

    Chris Wallingford
    I recommend including all time from the filter perspective and use a formula in your widgets that is similar to...
    [Total Amount] - ( [Total Amount] , [Campaign=1/6] , [Contribution Date Fiscal Year < 2023] )
    Or
    ( [Total Amount] , [Campaign=5/6] ) + ( [Total Amount] , [Campaign=1/6] , [Contribution Date Fiscal Year = 2023] )
    In the latter case, the dashboard campaign filter is redundant / overridden by the formula level filter. More on filtered values.
    John Gerteisen
    I got this to work yesterday, and the example and documentation was very helpful. Is it possible to get a pivot with the values for each campaign, where the 5/6 campaigns have open date ranges and the 1/6 campaign is restricted to a date range?
    Chris Wallingford
    If you have Campaign on rows, and a widget or dashboard filter set to those 6 campaigns, then I would try a value like...
    IF (
      [Max Campaign ID] = {hardcode the ID of the 1/6 Campaign}
      , ( [Total Amount] , [Contribution Date Fiscal Year = 2023] )
      , [Total Amount]
    )
Children
No Data