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Question

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

  • February 24, 2018
  • 0 replies
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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...). 
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    • ChrisChris
    • Registered
    • February 24, 2018

    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

    • AndrewOrner
    • Author
    • Registered
    • February 24, 2018
    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") 
    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")
    • AndrewOrner
    • Author
    • Registered
    • February 24, 2018
    yeah, i was trying to avoid that- sounds like it's my most viable option 
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