Add ability to filter by Group Data labels

Ben Moreland shared this idea 7 months ago
Awaiting Reply

I'm not doing this correctly, but want to bring a suggestion to one of the great features in YF. We get a lot of positive feedback on the Information feature on reports; that they can see the exact meaning of an attribute or measure. However, in a training session today, Ajay was showing how to do groupings and they loved it. However, when we looked at the Information on the columns, the grouping was on written premium, that column definition defaulted to the written premium definition, not the grouping definition. The client thought it would be nicer to have that Group column be allowed to have a user input definition and use that.

Just a thought,

Ben

Comments (4)

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Hi Ben,

Thanks for reaching out with your Idea. Just to be sure I'm understanding this correctly, are you referring to the Group Data feature from within reports?

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From here, you'd configure a group name, for example:

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Now from this point, I can't actually search 'Australasia' in my User Prompt filter:

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If I look for available filter values I still see the original values:

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Is what you're asking for to be able to search via User Prompt the chosen Group Data label (in this case 'Australasia')?

Regards,

Mike

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Hi.

Yes, I’m referring to the Group feature. In the example below, we created 4 buckets that the client uses for written premium bands. What they thought would be nice is if they could input text for the definition of “Bucket 1” etc, so that when a user interacts with this report and selects the Column metadata under Information, the definitions would be theirs. They know that they could rename these, “<$3M”, etc. to make it more informative and will do that in this example. But there are times that bands may not be numerical.

Thanks,

Ben

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Hi Ben,

Thanks for confirming, and for the idea. This sounds like a good Idea to me! I've gone ahead and converted this to an Idea ticket (and removed private details) and have submitted an internal enhancement request.

Any potential updates regarding this will be posted here.

Regards,

Mike

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Hi Ben,

What you're asking is actually possible via use of View-level Group Data.

To continue using my Athlete Region Australasia example, I head into my Ski Team View and go to Prepare Stage > click the '+' towards the bottom left-hand side > click 'Grouped Data':

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Name your new field and choose the field you want to have grouped:

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Create the group:

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The field now shows up like this when dragged into a report:

/e1d8ffe5540faa8fa7357c586bde82b6and I can of course choose this as a filter value:

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Please give this a try and let me know how goes.

Regards,

Mike