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Roy-Wanyoike's avatar
Roy-Wanyoike
Qrew Assistant Captain
1 month ago
Solved

Report Dynamic filters

I have this multiple choice field which I am using as dynamic filter in a summary report but it still doesn't work because when I click it the summary report it spins and then displays empty records and then reloads all the data without filtering. How can I go about it to make a field to use as dynamic filter.

  • I fixed this by creating formula field and had a case formula with the initial field I wanted to use for filter then the filters. This works since I didn't have a lot of items to filter with its basically 7 but if the list grows it can be a challenge to maintain. Sample formula structure I used. 

    Case([Dynamic Filter Field],
    "1A) TestA", "1A TestA",
    "1B) TestB", "1A TestB",
    "1C) TestC", "1A TestC",
    "1) TestD", "1 TestD",
    "2) TestE", "1 TestE",
    "3) TestF", "1 TestF",
    "4) TestG", "1 TestG",
    "Other"
    )

    This is the way I was able to beat the parenthesis which I had challenge to render on the report and on dynamic filters.

3 Replies

  • AD's avatar
    AD
    Qrew Trainee

    Roy, the Summary report would show 0 records based on the filter you select. To troubleshoot, see what happens if you edit the Summary Report, and set a filter INSIDE the summary report; if you get 0 records (by making the dynamic filter a static filter), then there's something that needs to be looked at in the table records.  If you get > 0 records, then something else is happening here.

    • Roy-Wanyoike's avatar
      Roy-Wanyoike
      Qrew Assistant Captain

      Thanks AD for the response. I did try this but it didn't work.

  • Roy-Wanyoike's avatar
    Roy-Wanyoike
    Qrew Assistant Captain

    I fixed this by creating formula field and had a case formula with the initial field I wanted to use for filter then the filters. This works since I didn't have a lot of items to filter with its basically 7 but if the list grows it can be a challenge to maintain. Sample formula structure I used. 

    Case([Dynamic Filter Field],
    "1A) TestA", "1A TestA",
    "1B) TestB", "1A TestB",
    "1C) TestC", "1A TestC",
    "1) TestD", "1 TestD",
    "2) TestE", "1 TestE",
    "3) TestF", "1 TestF",
    "4) TestG", "1 TestG",
    "Other"
    )

    This is the way I was able to beat the parenthesis which I had challenge to render on the report and on dynamic filters.