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How Do I Filter based on the last N records?

Sep 26, 2017 at 07:28 PM

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Is it possible to filter based on the results to see only trends.

In others words if all I'm interested in is to see whether something has happened the last three times. I set up a filter to only show the last three events.

What I would have is

Client 1

Date 1 A

Date 2 A

Date 3 C

Client 2

Date 1 C

Date 2 C

Date 3 A

Client 3

Date 1 A

Date 2 A

Date 3 A

But all I would see is

Client 3

Date 1 A

Date 2 A

Date 3 A

Because all I care about is if A happened 3 times in a row (over the last three occurrences)

Thanks!

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3 Answers

Ian Waterman Sep 27, 2017 at 09:22 AM
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Create a formula

@TypeA

If {Yourfield} = 'A' then 1 else 0

Click Filter and select Group.

in Formula editor Screen

sum({@TypeA}, {Client}) <3

Ian

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I get an error that says "There must be a group that matches this field"

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Ian Waterman Sep 29, 2017 at 09:30 AM
0

Sorry I assumed you had already grouped data by Client.

Add that group you can then suppress headers and footers if not required

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I was able to submit it without error but it didn't seem to have an effect. The typeA formula is counting all the entries that are being hidden

0

Please show your formula and group submission formula

Ian

0

I have @Type9Code

if {client_history.sales_code} in ["999", "999z", "989z", "9993"] then 1 else 0

then in the group selection formula I have

Sum ({@Type9Code}, {client_history.clientID}) < 2.00

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Kurt Esposito Oct 09, 2017 at 05:55 PM
0

I have @Type9Code

if {client_history.sales_code} in ["999", "999z", "989z", "9993"] then 1 else 0

then in the group selection formula I have

Sum ({@Type9Code}, {client_history.clientID}) < 2.00

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