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ARK_River
Helper I
Helper I

Filter Formulas - Users and Multiple Criteria Columns

I have two issues with formulas:

 

1) This formula is working fine:

If(varTabSelected=1, 'Opportunity Pipeline', Filter('Opportunity Pipeline','Release Date' <> Blank()))

 

However when I try to modify to filter on the Opportunity Status column which is a choice column to "Won", it does not work.


If(varTabSelected=4, 'Opportunity Pipeline', Filter('Opportunity Pipeline','Opportunity Status' = Won))

 

2) Similarly I am also trying to filter multiple user columns to the current user using || or statements and no joy.

 

If(varTabSelected=1, 'Opportunity Pipeline', Filter(Opportunity Pipeline,(BD = User().FullName || CRM = User().FullName))

 

This level of development is outside of my comfort zone, so any resources you can provide are greatly appreciated!~

 

1 ACCEPTED SOLUTION

Accepted Solutions
Drrickryp
Super User
Super User

@ARK_River


If(varTabSelected=4,  Filter('Opportunity Pipeline','Opportunity Status'.Value = "Won"))

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7 REPLIES 7
Drrickryp
Super User
Super User

@ARK_River

If(varTabSelected=4, 'Opportunity Pipeline', Filter('Opportunity Pipeline','Opportunity Status'.Value = Won))

@Drrickryp 

Just tried and it is underlining in red this part of the formula: 
= Won

It does not like the = or Won 

Won is a choice in the Opportunity Status column.

Drrickryp
Super User
Super User

Try

= "Won" 

Well, no red lines however now it shows all records...it is probably something I have flummoxed somewhere.

 

If(varTabSelected=4, 'Opportunity Pipeline', Filter('Opportunity Pipeline','Opportunity Status'.Value = "Won"))

Drrickryp
Super User
Super User

@ARK_River


If(varTabSelected=4,  Filter('Opportunity Pipeline','Opportunity Status'.Value = "Won"))

😍🤑🎉

dancing.gif

 

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