Posted: 2016-04-26 09:09 |
When filtering on a landing page in Workbooks, it is possible to choose between 'Match all' and 'Match any'. However, it is not possible to do this when adding a criteria to a report. If you ever find that you want to only show the rows in a report that match either condition 1 or condition 2, here is what to do: Step 1: Create a Calculated ColumnYou will need to created a Calculated Column. The formula for this column will be an IF statement, with a nested OR: IF( condition1 OR condition2, 1, 0 ) This would output a '1' is either condition1 or condition2 are met, or both, and will output a '0' if not. This formula can be amended to contain more than 2 conditions, or to contain AND statements, for example: IF( (condition1 AND condition2) OR (condition3 AND condition4), 1, 0 ) IF( (condition1 OR condition2) AND (condition3 OR condition4), 1, 0 ) IF( condition1 OR condition2 OR (condition3 AND condition4), 1, 0 ) You can also amend this according to your report needs, for example: IF( document_date = CURDATE() OR assigned_to = 'John Smith', 'match', 'no match' ) would output 'match' if the Document Date of a Transaction Document is today and/or it is assigned to John Smith.
Step 2: Add Calculated CriteriaOnce you are sure that this formula is outputting the correct value for each row, you can then add a Calculated Criteria, to restrict the report to only the rows that output the value you want. If we only wanted the Transaction Documents with a Document Date of today or those assigned to John Smith, then we would set the criteria to calculated column = match Of course we can do this the other way around; if we don't want to see those with a Document Date of today or those assigned to John Smith, we can choose calculated column = no match |