Using Boolean Field to Filter

lcapon
Frequent Contributor

Using Boolean Field to Filter

Hi.

 

Currently the Retention (B8) field is returning the sum of all values. I've introduced a boolean field but i'm unsure how to update the formula so that it only returns the value we want (which is always the most recently added). There maybe a smarter way to achieve this?

 

lcapon_0-1637162006712.pnglcapon_1-1637162052923.png

 

5 REPLIES 5
KirillKuznetsov
Certified Master Anaplanner

@lcapon 

 

Retention (B8) formula have to be the following:

IF NOT Payment Notice Input.'Latest Retention Input?' THEN 0 ELSE Payment Notice Input.Retention

 

Regards, Kirill Kuznetsov
Planingo, LLC
lcapon
Frequent Contributor

Unfortunately this returning a 0 value, I would like to see the ticked value of £9125.52

 

lcapon_0-1637163094701.png

 

 

KirillKuznetsov
Certified Master Anaplanner

@lcapon

I see the problem.

Create one more line item in Payment Notice Input named 'Latest input retention' with the same formula

IF NOT Payment Notice Input.'Latest Retention Input?' THEN 0 ELSE Payment Notice Input.Retention

but change Summary method to MAX.

Then you can take value from 'Latest input retention' into Retention (B8) line item (no conditions necessary).

Regards, Kirill Kuznetsov
Planingo, LLC
Kanishq17
Community Boss

Hey @lcapon 

Another method

In the Payment Notice module , if the list (1 , 2 , ..) has a top level , so you can add a text line item which will be text(retention ) , then you can set summary of this line item to last non blank  , then in the reference module you can refer value(new line item) , so it will show last added entry (if boolean is not needed) .

 

 

lcapon
Frequent Contributor

Thank you.

 

This may be a good solution as well - because then it wont require additional manual checks. Please could you go into slightly more detail?