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sokatenaj Member
Member

Struggling with a Filter function

Hi Folks,

 

I have a box called "Over Due Reviews" and I use this calculated column and a count of "Over Due" in a data tile:

 

  1. Review Status = IF (TODAY() >= 'Active EEs'[Next Review Date] + 30, "Over Due", "Not Yet Due") 

We consider a review late if it is over 30 days the "Next Review Date" and if that is greater than "today" hence the logic above. However, we have over 20 companies in our organization and some reviews are done based on this logic and some are based on a focal review date where everyone has it on the same date regardless of their start date so this logic above can't be used because none of the reviews would be late and I want it to say "N/A" in that tile instead of showing a number of over due reviews. 

 

So here's my dilemma. I know it is a sort of "FILTER" function and I've tried it so many different ways and I cannot get it to work. 

 

For example, companies A, B, C, D, F, H have the next review date logic, but companies E and G do not. 


I have row-level security enabled so if someone from company G goes into this report I want it to say "N/A" for them and not a value and when someone from company B signs in they see the overdue #. 

 

I'm sure I'm over complicating it. Can someone please help? Many, many thanks. 

1 ACCEPTED SOLUTION

Accepted Solutions
Omega Established Member
Established Member

Re: Struggling with a Filter function

I'm not sure about the security part. Regarding the filtering, you can try the following approach: 

 

1) Create a table with two columns: Company name and Logic (Y/N)

2) In column Logic (Y/N), put 1 if the company will use the logic and 0 if the company will not use the logic

3) Create a relationship between the new table and the original using company as a key

4) Update the Review Date Logic formula as below:

 

Review Status = IF (Related (Table 1 [Logic Y/N]) = 1,
IF (TODAY() >= 'Active EEs'[Next Review Date] + 30, "Over Due", "Not Yet Due"),
"N/A"))

 

3 REPLIES 3
Omega Established Member
Established Member

Re: Struggling with a Filter function

I'm not sure about the security part. Regarding the filtering, you can try the following approach: 

 

1) Create a table with two columns: Company name and Logic (Y/N)

2) In column Logic (Y/N), put 1 if the company will use the logic and 0 if the company will not use the logic

3) Create a relationship between the new table and the original using company as a key

4) Update the Review Date Logic formula as below:

 

Review Status = IF (Related (Table 1 [Logic Y/N]) = 1,
IF (TODAY() >= 'Active EEs'[Next Review Date] + 30, "Over Due", "Not Yet Due"),
"N/A"))

 

sokatenaj Member
Member

Re: Struggling with a Filter function

Thanks @Omega. I'll try this later tonight to see if it works. Many thanks. 

Highlighted
sokatenaj Member
Member

Re: Struggling with a Filter function

This worked! Thanks @Omega!!!