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Community Topic Question Report Builder

Yamini Naidu

Yellowfin Support Team

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Category Report Builder

Product Version 9.0

How to link different filters of the same type in a report?

Ivanche shared this question ago

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Hi,

I need to link two different filters ("Company name" and "Industry Sector"), so that

1) whenever the user selects a specific company

2) then, the industry sector filter automatically selects the industry that customer is in

When I do this, the query returns no results. Can I get help on this?

For additional context:

This is part of a report i am creating that compares the data of a single customer, with the data of all customers within the same industry! I wanted to implement this:

Main query:

1) Set Company Name filter to User Prompt

2) Link Industry filter to Company name

Append a query where all companies are preselected, then

3) Link Industry filter of the appended query to Industry filter of the Main query

Will this solution work? Could you please suggest any other solutions that might address the problem better?

Thanks!

The same question

Replies (5)

Yamini Naidu ●

Hello Ivanche,

My name is Yamini Naidu from the Yellowfin Technical Support Team. We have received your support request, and I will be your primary contact on the following ticket:

Ticket Number: #32780
Case Title: How to link different filters of the same type in a report?

Please grant me some time to review the query you provided. In the meantime, could you inform me of the current version of Yellowfin that you are using?

Sincerely,

Yamini Naidu

Yellowfin Technical Support Engineer

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Yamini Naidu ●

Hello Ivanche,

To achieve the desired filter linking between "Company name" and "Industry Sector," you need to ensure that the filters are correctly set up and linked. Here are some steps and considerations based on the context provided:

Ensure Filters are Added: Before enabling filter linking, make sure you have added both "Company name" and "Industry Sector" filters to your filter panel.
Automatic Linking: If you want the linking to be automatic, ensure that:Both filters are from the same view.Both filters are the same ‘field’ (e.g., Company Name to Company Name).Both filters are not from the same report widget.
Manual Linking: If automatic linking does not work, you can manually link the filters:Use the "Link Filters" button on the filter panel.Ensure that the parent and child filters are of the same type (e.g., numeric) and have the same filter operator (e.g., In List).
Check for Existing Links: Ensure that the child filter (Industry Sector) isn't already linked to another filter, as this might cause conflicts.

For more detailed information on filter linking, you can refer to the official documentation here: Dashboard Filter Linking.

Let me know if it helps.

Regards,

Yamini Naidu

Yellowfin Technical Support Engineer

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Yamini Naidu ●

Hello Ivanche,

I hope you are doing well

I wanted to follow up with you regarding the solution I provided in my last email. Did the solution we sent you resolve the issue?
Please let us know if you need additional support on this issue.

Thank you,

Yamini Naidu

Yellowfin Technical Support

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Yamini Naidu ●

Hello Ivanche,

I hope you are doing well

I wanted to follow up with you regarding the solution I provided in a previous email. Did the solution we sent you resolve the issue?

If you are unavailable right now, you can always contact us again at a later time by opening a new ticket I will close this case by the end of business tomorrow if I do not receive a reply.

Please let us know if you need additional support on this issue.

Thank you,

Yamini Naidu

Yellowfin Technical Support

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Yamini Naidu ●

Hi Ivanche,

I hope things are going well with you.

Just wanted to let you know I'll be closing this request due to inactivity. However, if you ever wanted to re-visit this or have anything else I can help you with, please let me know.

Kind regards,

Yamini Naidu

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