Hello everyone,
I’ve been working on a dataset that contains information about multiple user accounts, and I need some help with filtering based on a calculated field. Let me explain the situation.
I have discovered that a person can have multiple accounts, and now I want to calculate the total amount across all these accounts. To achieve this, I have defined a field at the dataset level called “reserves per person.” Here’s the formula I’m using:
reserves per person := sumOver(sum(coalesce({account reserve}, 0) + coalesce({account non-vested reserve}, 0)), [{person}, {reference date}])
When I add this field to a table, it displays the exact results I was expecting. So far, so good.
However, my next goal is to use this calculated field as a filter in my table. Specifically, I want to include only those persons in the table who have a total of more than $100 across all their accounts.
I would greatly appreciate it if someone could guide me on how to use this calculated field as a filter. Any help or suggestions would be highly valuable.
Thank you in advance!