1 Reply Latest reply on Mar 15, 2013 9:32 AM by Dan Huff

    Showing only Active Files based on Status Dates

    Matthew Hillis

      I am working on creating a Live File Crosstab and only want to show files that in an Active processing Status.  I have dates that are filled in for Application, Cancelled, Denied and Closed.  I want to filter out all Loans that have a date in Cancelled, Denied or Closed.  I created the IF THEN below but it is not giving me the results I expected.  I have attached a scrubbed excel file with data.

       

      IF

         

          ISNULL([Closed Date])

      OR

          ISNULL([Denied Date])

      OR

          ISNULL([Cancelled Date])

      THEN

          [App.]

      END

        • 1. Re: Showing only Active Files based on Status Dates
          Dan Huff

          Matthew--

           

          If you change your calculation to the following, you should be able to achieve what you want to see:

           

          ISNULL([Closed Date]) AND ISNULL([Denied Date]) AND ISNULL([Cancelled Date])

           

          This will create a boolean field in your dimensions list. From there, you can simply add this to your filters shelf to find the Loans that are still classified as active. I suspect you may be able to achieve similar results using your Current Status All field as a filter but as I do not know how variable these values are, I stuck with editing your calculation.

           

          Hope this helps,


          Dan