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melaniemdavis
Frequent Visitor

IF Statement Help

We have a client database that has a main client ID with nested Sub client IDs

EX: 123456.0000

123456 = Main Client

.0000 = Sub Client

 

123456.0000 = Main Client

123456.0001 = Sub Client 1

123456.0002 = Sub Client 2

123456.0003 = Sub Client 4

 

Some Sub Clients have referrals but most do not

 

We are looking for an IF statement or something similar to show the main client number with all the sub clients even if only one sub client has a referral.

 

Client ID         SubID      Referral     Total Revenue

123456           .0000                         2000  

123456           .0001         Jim           1000

123456           .0002                         3000

123456           .0003                         4000

 
 

 

In this example we would like to show all 4 of these clients because sub ID .0001 has a referral, but if the referral column was blank for all of the clients in the related client ID of 123456 we would like to hide them so they do not get included in the total revenue generated by referrals.

1 REPLY 1
v-xuding-msft
Community Support
Community Support

Hi @melaniemdavis ,

If the column of "Total Revenue" is created by formulas, you could add filters to exclude the data which is without Referral.  For your requirement about hide the Client ID when there is no data of Referral, it is impossible. We just can set to blank values. The name of "Client ID" will still be shown in the visual.

 

If I understand incorrectly, please point out. 

 

Best Regards,

Xue Ding

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly. Kudos are nice too.

Best Regards,
Xue Ding
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

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