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Filter by Region/Salesperson

DarrenS
Occasional Contributor

Filter by Region/Salesperson

Hi,

 

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. 

15 REPLIES 15
abhi1017
Super Contributor

Re: Filter by Region/Salesperson

Hi @DarrenS 

 

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.

 

~Abhi

 

 

DarrenS
Occasional Contributor

Re: Filter by Region/Salesperson

Hi @abhi1017 

 

Please refer to the snapshots below. 

 

The salesperson rolls up the country/region.

 

Await your advice.Thanks. 

 

DarrenS_2-1618809595529.png

 

DarrenS_1-1618809487729.png

 

abhi1017
Super Contributor

Re: Filter by Region/Salesperson

Hi @DarrenS 

 

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.

 

~ABhi

DarrenS
Occasional Contributor

Re: Filter by Region/Salesperson

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? 

 

 

 

DarrenS_0-1618813646377.png

 

abhi1017
Super Contributor

Re: Filter by Region/Salesperson

1. Create a module to select the region.(List formatted lineitem -region)

abhi1017_0-1618817939401.png

abhi1017_1-1618817964757.png

2. I have created a TEST module to create the graph.

   Assuming Salespersons =  Countries rollling to regions.

abhi1017_2-1618818074881.png

The filter line item here is used to filter based on region selected from Select Region module created above.

abhi1017_3-1618818123911.png

3. Create a saved view in the test module with filter lineitem as filter.

abhi1017_4-1618818330432.png

4. Publish Select lineitem from Select region module as field card 

    Publish Saved view on NUX.

abhi1017_5-1618818508550.png

PS: Once you select a region from dropdown ,refresh the page and chart will reflect the selected region.

 

 

Hope it helps.

~ABhi

 

 

 

 

 

DarrenS
Occasional Contributor

Re: Filter by Region/Salesperson

 

Hi, I have encountered the following error message. Not sure what's wrong?

 

 

 

DarrenS_0-1618823938729.pngDarrenS_1-1618824094739.png

 

abhi1017
Super Contributor

Re: Filter by Region/Salesperson

 

What is the dimension of TEST module ? (Do you have time dimension in it?)

Is aoa_2_region parent of aoa_3_pod .?

 

 

DarrenS
Occasional Contributor

Re: Filter by Region/Salesperson

Yes, aoa_2_region is parent of aoa_3_pod .

 

There is time in the TEST module

 

DarrenS_0-1618826993198.png

DarrenS_1-1618827043082.png

DarrenS_2-1618827240340.png

 

 

abhi1017
Super Contributor

Re: Filter by Region/Salesperson

Set Time to "Not applicable" for filter line item.

Then Formula should work.