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I'm currently trying to create a toggle that allows the user to filter out items that did not exist at the start of a user set date range using their inception date, a column that has the first date that the item was added to the company. I created a boolean parameter to control the filter. And this is what I have so far:

Unfortunately, this filter only works on some of the items, but is not able to catch everything with an inception date higher than the minimum of the date range. I moved the filter as far up in the filter order as I could but still was unable to get the filter to completely work. What am I doing wrong?

 

(I am unable to send a workbook as it contains a lot of company sensitive information on it)

2 answers
  1. Jul 2, 2018, 3:53 PM

    The data set I'm working with is incredibly large and complex so I'm unable to create a mocked up version of it at this time. Essentially, each product has a column called rate date (the date the data was collected), and a column called inception date (the day we started carrying the product). The user is able to use a date slider to look at a treemap of funds within a certain timeframe but I want to be able to filter out products with an inception date after the minimum rate date. I created the filter above but some products still show up before their inception date. These products contain no inconsistencies in the data source with their rate dates and inception dates but are still not being filtered.

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