I’m trying to filter out data from a dashboard.
I want to exclude transactions with a specific "Division" (Phocas Property) AND where the Product Margin (Phocas Measure) is less than 20% (in the screenshot below that Measure is called: GM % COGS)
I also need to exclude some other Divisions carte blanche (as in: no matter the PM%, those Divisions should be excluded).
These are the selections I have:
Where the 1st line has all the ‘carte blanche’ excluded Divisions as Entity exclusions.
And those lines below that in a Calculation is where the problem lies…
in the line for a - It’s taking all transactions of all Divisions where Product Margin is greater than 20%
and then… subtracting all transactions in the Liquidation Divisions (this ‘Liquidation’ selection is the (1) shown in the line for b) where Product Margin is greater 20%
i.e. - it’s showing this calculation only for transactions with a Product Margin% greater than 20 (aka - excluding all transactions in all Divisions with Product Margin% less than 20%)
But I need the selections of those last lines to result in:
All transactions of all Divisions (no considerations for Product Margin%)
and then… subtract any transactions in the Liquidation Division where Product Margin is less than 20%
I can’t seem to only apply that calculation filter of ‘<20’ to just one measure though - it’s applying it to both.
Any solutions would be appreciated.