I'm not exactly sure if that's what it's called, so please forgive me if my terminology is incorrect. I'm trying to create a filter where all data related to an account can be viewed if that account contains the specific element that the user would be filtering for. To clarify, here is an example from the workbook that I'm attaching.
There are a total of 223 students in the workbook. All students have 3 types of fees, but 15 of those students have an additional fee type (Student Employee Discount). I want to create a filter where I could choose the students who have the 4th fee type, but see ALL fees associated with each student instead of just the one I filtered for.
So, instead of filtering only for the fee type like this:
I'd want to see all fee lines for the population of students who have the Student Employee Discount fee, like this:
The user requesting this data called it "if” or “and” functionality, but I wasn't sure what this type of filter would be called, which has made it difficult to look up in the forums.
I've attached the workbook that I used here as an example. It's very basic, as I created it with randomized/fake student and fee data just for the purpose of asking this question. Please let me know if anyone has an idea of how to do this.
Thank you!
In that case, perhaps the following would work better...use it by itself on the Filters Card. Only this time, you'll exclude null values:
IF {FIXED [Term], [Student ID]: MAX(CONTAINS([Fee Type], [Fee Type Parameter]))}
=TRUE THEN [Student ID] END
It still leverages the Parameter (single select). Which would for Student Discount only display those 15 students having that matching fee dimension, excluding the others, but still displaying all related values and fees for those 15:
Selecting Payments would then display all values having that condition, and so on.
Best, Don Wise -
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