Filter Account for Many Dimension in Formulas
This article includes suggestions and workarounds. Content may not be accurate for all use cases or represent best practices for the latest release.
Question
Can you filter a formula using
more than one dimension in the formula assistant? For example, if I want to calculate
revenue for a specific type of customer (ie. where the dimension new = yes) and by a
specific type of revenue (ie. where the revenue type = hosting), is there a way to
include both in the formula logic? If so, how do I write that out - where do parentheses
go, commas, etc..?Answer
Yes, it is currently possible to
filter an account in a formula for values tagged with multiple dimensions. All chosen
modifiers will be included in square brackets in the formula, separated by commas. Those
modifiers can be in any order within these brackets. Below is an example of how a
formula could look with multiple modifiers.ACCT.Revenue[New=Yes, Revenue Type=Hosting]
When using the formula assistant, select the Dimension Type, Value, and then
click Append Dimension to add the modifier to the account. Do this for each
Dimension before selecting Insert Into Formula to add multiple
modifiers.