topic Re: Dashboards and filters: OR operator in Dashboards & Reporting

Dashboards and filters: OR operator

AGenin — Wed, 24 Jan 2024 10:58:36 GMT

Hi there!

Is there a way to use the "OR" operator when setting up filters for reports? Something like:
"Entered Stage Date First Meeting after 01/01/2024
OR
Entered Stage Date Demo after 01/01/2024"

Thanks in advance for your responses!

Re: Dashboards and filters: OR operator

Jnix284 — Wed, 24 Jan 2024 12:52:29 GMT

Happy to help @AGenin, you could create a list with these two "or" criteria and then use the list to filter your report.

Re: Dashboards and filters: OR operator

AGenin — Fri, 26 Jan 2024 12:49:17 GMT

Hi @Jnix284 ,

Thanks a lot for the tip. We found another way to set up our dashboards but I had a look at list creation and it'll be helpful to us in the future 🙂

Have a great weekend!

Re: Dashboards and filters: OR operator

Jnix284 — Fri, 26 Jan 2024 14:29:14 GMT

you're welcome @AGenin, I'm glad you could create the dashboards you needed!

have a great weekend also 🙂

Re: Dashboards and filters: OR operator

Jazzmin — Thu, 28 Mar 2024 11:23:25 GMT

But this workaround using lists does not work for tickets. Would be great to see OR-fitler option on dashboard filters.

Re: Dashboards and filters: OR operator

Jnix284 — Thu, 28 Mar 2024 11:45:47 GMT

Hi @Jazzmin I would do a quick search here to check for similar ideas, if there isn't one already I recommend creating one so that your request reaches the product team.

Re: Dashboards and filters: OR operator

DGautier9 — Mon, 23 Sep 2024 15:55:56 GMT

@AGenin hello, I am having the same issue, could you explain how you solved the problem without using Lists please ?

Re: Dashboards and filters: OR operator

AGenin — Tue, 24 Sep 2024 07:56:26 GMT

Hi @DGautier9,
So to recap, my goal was to cumulate data from different sales pipelines of our deals to have a view of the total number of meetings we had.
Since there is no "OR" operator, I filtered by specifying: Deal Stage has ever been any of "Meeting Sales Pipeline 1", "Meeting Sales Pipeline 2" and this gave me a cumulated view of the number of meetings.
I hope this helps! Have a great day 🙂