Hi team, I am new to quicksight and the requirement is…
datatype= actuals, opportunity =won , month= jan and opptype should be any of A, B, C, D … If all these are true then sum of X, Y, Z fields else 0 and if any of the x, y, z is null take zero…
I tried the ifelse function but couldn’t sort it out.
Ifelse( dt= A and opp= won and… , Sum(), 0)
Another issue within this:
To pass the month condition
Extract (‘MM’ ,(Date field))
Will this work inside the ifelse?
Ashok
May 2, 2023, 7:20pm
2
Hi @Monish
Below is the sample calculation, to check multiple conditions and also include month part from date field.
ifelse(Industry=‘Communications’ and Product=‘ChatBot Plugin’ and extract(‘MM’,{Adjusted Order Date})=03 ,Sales+Profit,0)
Right most column “ifelse-calc” is the result of above calculation.
Let us know if this helps ?
What is the datatype=actuals check ? are you trying to build calculation based on field type?
1 Like
Hi @Ashok . Thanks for the response.
Datatype= ‘actuals’ is similar to industry=‘communication’…
A part of the query is solved.
The next part is …
Suppose for the product you have like
Lets consider
Product = chatbox plugin
Or
Product = xxxxx
Or
Product= yyyy
I tried adding a in() function
The error was in() should have 2 arguments instead of 4 arguments
Ashok
May 2, 2023, 9:00pm
4
Hi @Monish
I have tried below calc and its working good to check multiple products using “In”
ifelse(Industry=‘Communications’ and in(Product,[‘ChatBot Plugin’,‘Big Ol Database’]) and extract(‘MM’,{Adjusted Order Date})=03 ,Sales+Profit,0)
Can you try this ?
3 Likes
Thanks @Ashok . This worked … Thanks a lot.