see the attached
when you use filters you are limiting the data available in the worksheet - by using sets you can categorize data into in and out of the set but all the data are available
i create a set on the name field (you may want it on a different field but the concept is the same) and set the General to Use all and the condition as shown
then on the T worksheet I put the set on the filter shelf and set to IN
on the F worksheet I set the flag to In and Out
you get this
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Logic Issue_v10.5.twbx 29.8 KB
I'm not sure what you are looking for but I replaced your case statement with IF [Name] ='Kora Cantu' and [Flag] THEN 1 else 0 end and this works
Hi Jim - I am following up until the part of adding Set as filter with T worksheet set to In and F set to In & Out ---- the next part (missing part) is how do I go about combining those 2 sheets into single worksheet. Ideally I am looking for an output where its combined into single worksheet.
Hi John- not quite
Below list lets just say is of Managers across Category with Flag Yes
2nd list - lets say are sub-support person under the manager with Flag of either Yes or No
What I am looking for is of a final list and can be placed at the end or by grouped by Category should have below result:
The way you just described the issue, it sound like the names are not actually in the same category, and that you have one group 'Managers', and another group, 'Employees.' If you have two different categories of people, then your calcs can be built on a conditional statement.
So, first you create a group for your names so that there are unique values called Manager and Employee.
The create a filter like:
[Name (group)]='Manager' and [Flag]
Please let me know if this was helpful! If not, I might still not understand the ask/question.
Logic Issue (JS)_v10.5.twbx 70.8 KB
WOAH! it worked John - I had them in same Category but by creating a 2 seperate Group and using the calc I am able to list them under the same sheet. Thanks a lot in providing the solution!