Report Dynamic filters

Question

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.

RoyWanyoike · Accepted Answer

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.

AD47471 · Answer

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.

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