5 Replies Latest reply on Oct 31, 2018 7:56 PM by Ankit Bansal

    Create filter based on Certain Conditions.

    Mahesh Rakwal

      I want to create one filter which will have values as Major,Minor and Complete based on below conditions.

       

      We need to find the opportunity ID where Market Offering is MANAGED ANALYTICS

      and if same opportunity id belongs to other Market Offering (Other then Managed Analytics) then we need to compare their market offering values.

       

      Based on Comparison we should get.

       

      if Sum(market offering values)  (for opportunity id where Market Offering = MANAGED ANALYTICS) > Sum(market offering values) for opportunity id where Market Offering <> MANAGED ANALYTICS

      then 'Major'

       

      if Sum(market offering values)  (for opportunity id where Market Offering = MANAGED ANALYTICS) < Sum(market offering values) for opportunity id where Market Offering <> MANAGED ANALYTICS

      then 'Minor'

       

      2. If the opportunity ID belongs to Market Offering = MANAGED ANALYTICS only and for no other Market Offering then it should be tagged as 'Complete'

       

      I tried it using set but didn't find it working. Attached twbx with data.

       

       

      Regards

      Mahesh