Adding another layer to my report formulas i.e. another way to group the statements

g_long23
g_long23
edited 03/20/23 in Formulas and Functions

I'm trying to filter a report with multiple levels of filtering, however, I can't seem to find a way to add the last level. I have 4 groups of AND statements bound together by an OR, but I need to add another AND that binds that whole previous statement together. I want Record type is equal to "Opportunity" to apply to all of the AND statements without having to add it into every single one. It works when I add it to each AND statement, but I have multiple duplicates of this report depending on the team member, and if I make changes, I have to update it in 4 places instead of just once on a given report.


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Answers

  • Genevieve P.
    Genevieve P. Employee Admin

    Hi @g_long23

    Since you have multiple criteria in each of your initial AND statements, I would suggest having the Record Type listed in each grouping as you've already done. There isn't a way to create a third-level of filtering like you've drawn.

    Cheers,

    Genevieve

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