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How Do I Filter based on the last N records?

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

  • Sep 27, 2017 at 09:22 AM

    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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  • Sep 29, 2017 at 09:30 AM

    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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  • Oct 09, 2017 at 05:55 PM

    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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