Filter Groups

Lindsay H 123

How to have a filter in a report that shows line items where:
- if doc type is one of 8 values AND ASCP is not blank AND if start is in the past AND (% complete is zero OR %complete is blank)
OR
- if doc type is one of 8 values AND ASCP is not blank AND if finish is in the past AND % complete is less than 1

i've taken a photo of what I have so far.

Hudson_Miller

@Lindsay H 123I'd recommend you consider adding helper columns to your source sheet to resolve the inner "Or's" so that all of the criteria can be set to and with a second filter group set to OR and all of their and's.

Ex. The helper column resolves if % complete is zero OR %complete is blank. Once that flag/value is set then all of the criteria in the filter group can be set to "and" and avoid a second nested Or.

Lindsay H 123

it's pulling from multiple source sheets so that would be quite a lift to add a helper column to all the source sheets. I also don't own all the source sheets so would not want to add columns to them. Is there no way to do all the filtering within the report

ECarlson_PCG

I would repeat your first 2 conditions (Document Type and ASCP) in the Start section AND the Finish section you've built, delete them from that top section, and change the last bracket to OR instead of only listing them once.