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Difficulty: MediumReport Filtering, Filter Logic, and Bucketing

A System Administrator at a clean tech firm is building an Opportunity report to highlight key deals for executive review. The business requirement dictates that the report must display open opportunities where the Stage is either 'Needs Analysis' or 'Value Proposition', the deal Amount is strictly greater than $100,000, and the record originates from either a 'Partner Referral' or 'Web' lead source.

The administrator creates the following report filters:
1. Stage equals Needs Analysis, Value Proposition
2. Amount greater than 100000
3. Lead Source equals Partner Referral
4. Lead Source equals Web

Which filter logic configuration should the administrator apply to meet this requirement?

  1. 1 AND 2 AND (3 OR 4)Answer
  2. B
    1 AND 2 AND 3 AND 4
  3. C
    (1 OR 2) AND (3 OR 4)
  4. D
    Create a summary formula filter combining Stage, Amount, and Lead Source rather than using standard report filter logic.

Answer

1 AND 2 AND (3 OR 4)
The filter logic '1 AND 2 AND (3 OR 4)' requires that Filter 1 (Stage criteria) and Filter 2 (Amount > 100k) are both satisfied, along with either Filter 3 (Partner Referral) or Filter 4 (Web). Placing parentheses around (3 OR 4) ensures the OR relationship is evaluated correctly without compromising the mandatory criteria of Filters 1 and 2.

Step-by-Step Solution

1
Analyze the business requirements for required conditions vs disjunctive conditions.
Stage must match specified stages (Filter 1: TRUE), Amount must exceed $100,000 (Filter 2: TRUE), and Lead Source must be either 'Partner Referral' or 'Web' (Filter 3 OR Filter 4).
Grouping mutually exclusive values of a single field (Lead Source) requires OR logic.
2
Construct the Boolean operator expression incorporating parentheses.
Combine mandatory filters with AND, and wrap alternative lead sources in parentheses: 1 AND 2 AND (3 OR 4).
Parentheses ensure that the OR statement is evaluated independently before combining with the mandatory AND statements.

Key Concept

Report Filter Logic and Parentheses Grouping
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Topics

Report Filtering, Filter Logic, and Bucketing

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