Custom Filter

[Mgstoly]

I need to remove certain data from a spreadsheet to generate my report,  when I do a custom filter it will only seem to work when i do the AND OR options but I need data to be included for multiple columns  for example I Do Internal category >= Transaction AND Internal Details= Self-Directed but since there are no rows that match that it returns a zero  I need to capture that scenario,  

[DiganP]

@Mgstoly You can always use 2 filter tools to break down the logic. One will filter category >= Transaction and the second one will filter Internal Details= Self-Directed. Does that help? If not, can you clarify with a sample table with before/after outputs?

[JosephSerpis]

Hi @Mgstoly an alternative could be do one filter Do Internal category >= Transaction and then use a second filter Internal Details= Self-Directed while you are developing your workflow.

[Mgstoly]

@JS420 Ok then how to I combine the two results?

[Mgstoly]

It does help then how do i get the results into the same report

[DiganP]

@Mgstoly See below - 

[Mgstoly]

@DiganP  the problem there is one filter does not contain  the other info so this is where i am at  but i want to bring the results of both together.  I tried Join but it didn't seem to like that

[DiganP]

@Mgstoly If you want to stack the data on top of each other, you would use the union tool! 

Can you attach a sample dataset with before/after for the results? It seems to me that you just want to select all the records that have Self Directed or Transactions in them. If this is the case, you want to use the IN function.

[Internal Category] in ('Transactions','Self Directed')

[Mgstoly]

Attached is the report I need the data from the Internal category =Transaction/ Calaculations and also data from Internal details= Self Directed,  thanks for the help

[Mgstoly · Accepted solution]

actually I just figured it out  i just used the "or option for my custom filter,  i was completely over thinking it