SUM function based on User-specific filter
Ok, here's the situation:
- I have a transaction module
- The transactions are children of Cost Centers
- The transactions feed into a reporting module using a SUM function
- There are certain "special" cost centers that exist across different functions\parents in the Cost Center list
- I need to be able to give the users the option to: 1 - Only show the values for those "special" cost centers 2 - Show values excluding those "special" cost centers.
I thought I had this solved. I created a attribute that identified that "special" Cost Centers, a module to allow users to choose how to filter those "special" Cost Centers (filter and exclude) and incorporated those selections in the SUM formula. It worked great until I realized that the filter selection applied to ALL users. I need it to be user-specific.
Given my situation, is using a filter and incorporating that into a SUM formula that right path? I've considered an alternate hierarchy, but looks like a bunch of maintenance and tricky to maintain with the transaction detail and I think that would require separate dashboards. If the filter and SUM are correct, how do I do that? I have set up a user-specific filter, but I don't see how I can apply that filter to my SUM formula.
THANKS
Comments
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OSUBlakester Member, ALL USERS, GroupMember, Certified Model Builder Posts: 5 Occasional Contributor
I was thinking that I needed to add the users to all of the other modules. Was hoping to avoid that. I can give that a try.
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