Use Formula summary on a line item using Users list
Hi,
I want to create a user filter to display on a board. Let's suppose this filter applies to a "Department" list, which belongs to a hierarchy.
My goal is: when no filter is selected, display:
- All departments if the card is a grid / column chart (where departments are the column) → ok
- Total organization (ie top level of Department hierarchy) if the card has Department as a page selector dimension → ko
For this second bullet point, I have already managed to do this using a boolean formula as following: ISBLANK(filter selector) and is_top_level or filter selector = department item, and then apply "Formula" as summary method.
The is_top_level is a calculated line item, using some ratio summaries to identify the top level.
But today, I tried to apply this "Formula" summary method on the boolean line item, and received an error saying:
Filter department does not apply to O3 Department
(Filter department applies to O3 Department, Users)
I am pretty sure I've used this method before, so can anyone help me please?
Best Answer
-
Hi @Emmeline ,
Just to ensure, your hierarchy is multi-list? Then remember you cannot use ITEM() formula with summary formula - for upper levels it would result in error. My solution:
Pasting below simple solution for single-list hierarchies - for reference.
0
Answers
-
Hi @M.Kierepka
Thanks for your answer. I didn't realize I was using "item()" function in my formula. I replaced it by a line item who stores the item() function result.
Thanks a lot!
1