This is the most, and only, helpful video I've found on Cross Filters - thank you! However, I have one follow on question - that might not be possible. How do you, at 5:42, only have point #2. I.e Accounts with only closes cases? Could this be done with the filters, or should the 'accounts with no cases' be removed some other way?
Hello & thank you for the kind comment! To get a report that only shows closed cases - you would add that closed logic (ex. 'Closed' = TRUE) as a filter within the filter pane. So, no cross filters needed in that case!
how can i show accounts with cases. but also show in report what case number is attached to that account. I don't have a ability in outline to just add a case number column.
Hi - you would need to use a report type that has Cases (so not just the Accounts report type. The fields available in the outline pane are determined by the report type, not the cross filter)
Hi i love your videos. I just want to understand this filter "Account without Cases" & "Closed = False" ? Why is it showing closed cases still when the Boolean is False for Closed field? It seems it should be "Closed = true" then. The "Closed = False" is so tricky. Hope to hear from you. Thank youuu
Hi there - thanks for your patience getting back to this! I'm guessing this is about the cross filter example at 5:05. Hopefully what follows answers your question. The "Closed" boolean field on a case record is basically asking "Is this case closed?" So TRUE means that it is closed, FALSE means that it's not/ the case is still open. From there: 1) Our report type is 'Accounts', which means our report results will only show Account field data (not cases). I wasn't sure from your question whether this was clear 2) Our 'Accounts Without Cases' filter is going to show only Accounts without ANY cases, that then meet the subsequent filter criteria 3) Our Closed = FALSE filter applies to Cases that are still open So when we step back, the entire cross filter is searching for Accounts without cases, where the Closed status is false (AKA, Accounts Without Open Cases). That leaves two possibilities which are outlined at 5:39; Accounts that have no case history, and accounts that only have closed cases linked NOW if we had set up a cross filter that shows "Accounts With Cases" where "Closed = True", that might seem like it should be the same thing. But in reality, that would only show us Accounts with Case history, where at least 1 case is closed. This is one of those things that's easier to "see" than it is to explain. But I agree that it is confusing....I'd suggest practicing and trying to "see" it for yourself in the report results that you get.
@@employedforgood Thank you so much, I get it now. So the first filter is "Accounts without Open Cases" and the second filter is Closed = False ( which this filter could pull cases that are still open). But since it is contradicting to the first filter, then it will still show "Accounts without Cases" but this time with a Case that has a "Closed" status instead! Iloveit now I can sleep :D thanks for accommodating my question, you are the best!
This is the most, and only, helpful video I've found on Cross Filters - thank you!
However, I have one follow on question - that might not be possible.
How do you, at 5:42, only have point #2. I.e Accounts with only closes cases? Could this be done with the filters, or should the 'accounts with no cases' be removed some other way?
Hello & thank you for the kind comment! To get a report that only shows closed cases - you would add that closed logic (ex. 'Closed' = TRUE) as a filter within the filter pane. So, no cross filters needed in that case!
how can i show accounts with cases. but also show in report what case number is attached to that account. I don't have a ability in outline to just add a case number column.
Hi - you would need to use a report type that has Cases (so not just the Accounts report type. The fields available in the outline pane are determined by the report type, not the cross filter)
Hi i love your videos. I just want to understand this filter "Account without Cases" & "Closed = False" ? Why is it showing closed cases still when the Boolean is False for Closed field? It seems it should be "Closed = true" then. The "Closed = False" is so tricky. Hope to hear from you. Thank youuu
Hi there - thanks for your patience getting back to this! I'm guessing this is about the cross filter example at 5:05. Hopefully what follows answers your question.
The "Closed" boolean field on a case record is basically asking "Is this case closed?" So TRUE means that it is closed, FALSE means that it's not/ the case is still open. From there:
1) Our report type is 'Accounts', which means our report results will only show Account field data (not cases). I wasn't sure from your question whether this was clear
2) Our 'Accounts Without Cases' filter is going to show only Accounts without ANY cases, that then meet the subsequent filter criteria
3) Our Closed = FALSE filter applies to Cases that are still open
So when we step back, the entire cross filter is searching for Accounts without cases, where the Closed status is false (AKA, Accounts Without Open Cases). That leaves two possibilities which are outlined at 5:39; Accounts that have no case history, and accounts that only have closed cases linked
NOW if we had set up a cross filter that shows "Accounts With Cases" where "Closed = True", that might seem like it should be the same thing. But in reality, that would only show us Accounts with Case history, where at least 1 case is closed.
This is one of those things that's easier to "see" than it is to explain. But I agree that it is confusing....I'd suggest practicing and trying to "see" it for yourself in the report results that you get.
@@employedforgood Thank you so much, I get it now.
So the first filter is "Accounts without Open Cases" and the second filter is Closed = False ( which this filter could pull cases that are still open). But since it is contradicting to the first filter, then it will still show "Accounts without Cases" but this time with a Case that has a "Closed" status instead!
Iloveit now I can sleep :D thanks for accommodating my question, you are the best!