Select with an AND Condition

Nick_Bertz

Hello,

I have some sales document data

[Sales Doc] [Line No] [Product]

1000 10 X

1000 20 Y

1000 30 Z

2000 10 A

2000 20 B

2000 30 Z

3000 10 X

3000 20 A

3000 30 Z

etc....

My requirement is to have a user be able to select products (A user could select any combination of products), so in our example the pool of products is [A,B,X,Y,Z], however there are hundreds of products.

When the User selects Product X AND Z, i expect the results to be Sales Lines that include X AND Z, so in this case

[Sales Doc] [Line No] [Product]

1000 10 X

1000 30 Z

3000 10 X

3000 30 Z

Notice that Sales Doc 2000 is not listed as it doesn't contain BOTH products.

I haven't figured out how to solve this problem with standard Card functionality, i'm sure there is a way with a card and i'm open to other avenues, but am looking for some guidance, perhaps something i have not yet thought of.

Thank you!

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Accepted answers

jaredpk

Hi Nick -- Yes an custom app could do this. For that'd you'd clarify the requirement with our App team and they would build and test with you to make this work.

All comments

Chips

Good morning @Nick_Bertz, what other fields do we have at our disposal here? Count of products per?

Nick_Bertz

Hello,

We have a value field 'Total Price' for each line on the document, ie: $50

We hae a 'Quantity' for each line on the document

We have a 'Stage' associated with each line (all lines within a single document will have the same stage) ie: Won, Lost

We have a 'Date' field indicating when the final disposition of the document occured, corresponds with 'Stage'.

Essentially what i have tried and failed is creating a stacked Bar chart using date on the X axis, and Sum of 'Total Price' on the Y Axis, the series i used was 'Stage'. I then used a quickfilter on 'Product' but the quickfilter I believe uses 'OR' logic.

Hope that helps!

jaredpk

Hi -- I just talked this over internally. Nick, you are correct. This can't be done currently. To put this on the radar as an enhancement request, I would put this ideas exchange.

Nick_Bertz

Jared,

Thanks for your feedback.

Would approaching this requirement from an App perspective possibly provide a solution?

I am curious if the flexibility of an App might allow more control over the SQL command that gets issued, perhaps allowing the 'OR' comparison for this requirement to be implemented.

Thanks!
Nick

jaredpk

Hi Nick -- Yes an custom app could do this. For that'd you'd clarify the requirement with our App team and they would build and test with you to make this work.