Response from Customer

Conditional Statements in Filters

  • 5 February 2021
  • 8 replies
  • 38 views

Userlevel 7
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Can we get conditional (If/else if/else) statements in filters? AND and OR logic is helpful, but it would be great to have conditional logic as well.

 

It is true that some if statements can be handled with some fancy and/or groupings, but this would allow greater flexibility on what to include or exclude.

 

Having a report that would allow me to say:

 

IF (X and Y) ELSE (A or B) would be fantastic.

 

That is a small use case example, but the implications would be much more value for anwhere you use logic to create something: reports (regular and data designer), filters, rules, queries, programs you name it.

 

And to be clear, I’m talking about adding this in addition to case logic for formula and conditional fields.


8 replies

Userlevel 7
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@bradleymcg I will confirm with the product team and get back to you . Thanks!

Userlevel 7
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Thank you @sai_ram for looking after my many requests :)

Userlevel 7
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Thank you @sai_ram for looking after my many requests :)

@bradleymcg You are welcome!! 

Userlevel 7

Hi @bradleymcg  I had a conversation with the architect team and the ideal engineering solution is us enhancing formula capability to solve this directly than additional logic parsing in filters. To check that this is what you are asking, can you share some of the usecases that you planned to solve via these capabilities? I am also interested in understanding they mostly Reporting usecases or Data Prep use cases.

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@bradleymcg we are waiting for your inputs here.

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@sai_ram Sorry, didn’t know I missed my SLA on this one :)

 

The basic idea that would really encompass the use of conditional filters would be the same, which means I’m basically explaining what a conditional filter does, which to me seems a bit unnecessary. 

 

This would be to allow you to have one set of filter criteria for one type of data set, and another for a second type of data set. If I have Customer Group A and customer group B, I may want to only display Group A customers that have a certain value in Field 1, whereas customers in Group B I want to show if they have a different value in Field 1 but have them both on the same report.

 

To jumpstart the imagination, here is a real-world example: You have SMB, MM and Enterprise customers and you want a report to show accounts that haven’t been contacted (e.g. have no Timeline entry) in a certain time frame, but that time frame is different for each client group. Furthermore, you have an exclusion you only want to apply to your Enterprise customers.

Userlevel 7
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@sai_ram Any update on this? It’s flagged as response from customer but I’m the last one on the thread :). I’d also like to upgrade it to ask for logic with rules as well.

 

 

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@Cornelia any update on this:)

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