How do you set up a filter on the graph which only reflects the names of the salesperson from the country/region selected?
For example, when "Japan" is chosen, only the salespersons from Japan appears on the graph. It should change dynamically to whatever region/country is chosen. Thanks.
Yes, you can setup a filter.
If Salespersons roll up to the Country/region then automatically Salespersons will be displayed based on the region selected. (But this not the case here)
If Region is an attribute of Salesperson ?(If yes, then what is dimensions of your graph module.?)
Could you please share a screenshot of module/graph.
Please refer to the snapshots below.
The salesperson rolls up the country/region.
Await your advice.Thanks.
1. If its NUX ,you could directly select to show only the region level from page selectors and sync the page.
2. Classic NUX - Create a filter
A filter module with a list formatted region line item.
A boolean formatted line item in the graph module referencing the above region lineitem. (Item(region)=List formatted)
Use this boolean lineitem in Graph saved view to filter w.r.t to the region selected.
I've tried in the NUX but the totals for the region are being as well (refer to pic). How do i remove it?
In the classic UX, can i trouble you to show me visually how you set up the filter you have mentioned?
1. Create a module to select the region.(List formatted lineitem -region)
2. I have created a TEST module to create the graph.
Assuming Salespersons = Countries rollling to regions.
The filter line item here is used to filter based on region selected from Select Region module created above.
3. Create a saved view in the test module with filter lineitem as filter.
4. Publish Select lineitem from Select region module as field card
Publish Saved view on NUX.
PS: Once you select a region from dropdown ,refresh the page and chart will reflect the selected region.
Hope it helps.
Hi, I have encountered the following error message. Not sure what's wrong?
What is the dimension of TEST module ? (Do you have time dimension in it?)
Is aoa_2_region parent of aoa_3_pod .?
Yes, aoa_2_region is parent of aoa_3_pod .
There is time in the TEST module
Set Time to "Not applicable" for filter line item.
Then Formula should work.