How to Filter A Formula By A Number
Question:
Currently, when creating a formula at the widget level, you can filter the formula but by a text field only. How can I filter the formula by the numeric field?
For example, this is helpful when creating a percent of total calculation -- I want to see all my companies with a revenue > $1,000,000 as a percent of the total number of companies.
Answer:
You can also use a numeric field for the filter part of the formula, but it will not be a filter on the aggregation. There can be following solutions:
1) Use an advanced filter based on aggregation. The JAQL can be generated by Sisense or you can have a shortcut to your result. For instance, you can add a ranking filter on a dimension based on a formula (click fx) and then check the generated JAQL.
Also add a filter in the widget advanced editor by using the filter icon on the top right corner of a value. You can then select all values above a certain criteria. The filter will be applied to the last dimension you add in the widget.
2) Use a multi pass aggregation. If you want your widget to be applied on client with above $1M revenue then you can use a formula like this one : SUM ( [CLIENT (all items)], IF( [REVENUE] > 1000000, 1, 0) )
You can then divide by a COUNT([CLIENT]) for instance.
I find this second solution easier to manage, especially when combined with other filters.
If you need more info on multi pass aggregation, you can check this documentation page: https://docs.sisense.com/main/SisenseLinux/dashboard-functions-reference.htm
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