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How to exclude records using dynamic filter (instead of filtering to include)?

  • 1.  How to exclude records using dynamic filter (instead of filtering to include)?

     
    Posted 02-23-2018 21:34
    I have a field called "Status" that has many 6 different values (Not Started, In Progress, Complete, ...). "Status" appears in my Dynamic Filters. Is it possible to exclude using the Dynamic Filters? I'd like to simply exclude Complete (as opposed to filtering for Not Started, In Progress, and...). 


  • 2.  RE: How to exclude records using dynamic filter (instead of filtering to include)?

    Posted 02-23-2018 21:38

    HI,

    Build a hard filter inside the report customization interface to exclude the Statuses you do not want. I believe this will limit your dynamic filter to those statuses you do wish to include in the dynamic filter.

    Chris



  • 3.  RE: How to exclude records using dynamic filter (instead of filtering to include)?

     
    Posted 02-23-2018 21:51
    Unfortunately that does not fit the business requirement. Users frequently employ many different combinations of dynamic filters (which is why I can't hard code it), but most frequently wish to exclude just one value ("Complete") 


  • 4.  RE: How to exclude records using dynamic filter (instead of filtering to include)?

    Posted 02-23-2018 21:57
    If there are particular Status which are generally used opposite, then make a field called Complete Y/N and add that as an additional DF.

    The formula for that field would be 

    IF([Status]="Complete", "Yes", "no")


  • 5.  RE: How to exclude records using dynamic filter (instead of filtering to include)?

     
    Posted 02-23-2018 21:58
    yeah, i was trying to avoid that- sounds like it's my most viable option