0

Filter on formula field

Jet Reports Historic Posts

January 27, 2014 16:04

None

Follow

Hi

I have created a report based on the Sales Header table which basically gives me a list of customers with their customer name, current balance, credit limit and outstanding orders.

I have then inserted my own formula for each row which is basically the customers balance + outstanding orders - credit limit. This calculation shows what available credit the customer has.

Obviously this is a list of all our customers and I now want to filter each row so that this only shows customers with <0 available but I am stuggling to add this into the NL.

I would appreciate anybody's help on this.

Many Thanks

• Facebook
• Twitter
• LinkedIn

4 comments

• 0
  
  Jet Reports Historic Posts January 28, 2014 08:50

  Hi Alex,
  
  I'd suggest to have a look at this document: http://kb.jetreports.com/article/AA-00522/0/. It will teach you how you can set up a formula in Column B for your calculation to hide customers with customers >= 0.

• 0
  
  Jet Reports Historic Posts January 28, 2014 09:57

  Hi
  
  Bingo - thats worked a treat. I knew it must be simple
  
  Many Thanks

• 0
  
  Jet Reports Historic Posts February 24, 2014 13:11

  Hi
  
  I wander if you can help me again with a hide formula.
  
  I have created a report based on customer leder entries and the customer to give me customer card details and open ledger entries for each customer. I have grouped my report by customer no. and I want to hide certain rows based on a date formula. For all the open ledger entries that are displayed for each customer on the NL line where the report shows the individual invoice details, i.e posting date, due date, original amount etc. etc. I have then inserted a formula date field which is the due date + 30. Now I want to hide certian rows based on this formula date field by inserting =IF(X12>=3/3/14,"hide","show") This calculation is on the same line as my NL. X12 is my formula date field which I have created and i want to hide all open entries that are greater that 03/03/14 but when I refresh this it does not work??
  
  I would appreciate anybodies help on this as i am sure I am nearly there but just missing something.
  
  Thanks

• 0
  
  Jet Reports Historic Posts February 24, 2014 16:32

  Hi Alex,
  
  You want to have Hide+? in B1 and then have your conditional Hide in column B which would be (in your example): =IF(X12>DATEVALUE("03/03/2014"),"HIDE","")
  
  Let me know if this makes sense.