Formula to get the sum of the count of on-hand inventory at particular locations using workbook

  • Click on Analytics tab
  • Select Item dataset
  • Select formula field
  • Type the formula:

CASE 

      WHEN {inventorybalance.location#display} IN (‘L1′,’L2′,’L3’—>Name of locations) 

      THEN ‘Location Sum’

      END

  • Save the dataset and apply to the workbook
  • Select desired visualization type
  • Then select the formula field

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