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Exclude dataset in visual
  •     Mees January 20, 2010 10:22AM
    Hi there,

    trying to exclude a dataset in my visual.
    Case: file consists of turnover per client per product.
    Need to have a list of all unique products sold for all clients except for 4 clients.

    I tried to use the Filtered Out feature, but can't get it to work.
    Goal is to have a table view aggregated on the product.

    Can you help?

    Thanks, Arjan
  • 3 Comments
  •     tjbate January 20, 2010 3:19PM
    Arjan

    Can you set the Clients field to data type category? If so, define a Named Query that excludes the 4 clients, then any Table View that you set to aggregate by Product will exclude any products sold ONLY to any one or several of the 4 excluded clients.

    If there are too many unique client names to set the field as Category, define an Named Query initially including All records, then use text filters to isolate the rows for each excluded client, then use the Query: 'Remove filtered data from query' option to eliminate the records for each excluded client. Once you are finished excluding the records for the 4 clients, save the Query named "All less 4 excluded clients" or similar and set all your views to display this Named Query subset intersected with the Sidebar filters as usual.
  •     acm January 22, 2010 11:29AM
    Thanks Tom,

    Good option using the queries for this.
    But is there a way to configure it more flexible? Could the Filter-Out option be used for this?
    If not, what is it used for normally?

    Thanks Arjan
  •     steve January 22, 2010 12:04PM
    If you are working with formulas, all formulas are calculated on the unfiltered data, so filtering has no effect on unique values, etc.

    However, if you're not using formulas, you should simply be able to select those 4 clients and click "Move". Then use the Bar view to show unique products, or use aggregation in any view (such as a table view).

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