In dashboard filter, concatenate values to filter between two report

Hi,

Attached are four screengrabs. The first screen grab shows the main report on top and then the report linked to this. The two reports have similarly named fields as you can see from the data. Both have the same named fields I'm filtering on; Initiator and Man Rep.

The second screengrab shows the filter Man Rep and from the lower righthand shape you can see this appears in the listing of the second report, but doesn't appear in the search box when searching. My conclusion is that the filter only pulls data from the main report. The third screengrab shows the filter Initiator and from the search box this doesn't appear either.

Neither values are registered in Initiator/Man Rep columns of the main/top report.

To verify the filter I've attached a fourth screengrab showing successful extraction of reports where the Initiator and Man Rep appears in both report types.

I hope this clarifies some more.

I haven't worked with filter in views so I cannot say whether this would work or not, but the filters have to be dynamic.

regards Roar

Hi Roar,

Thanks for clarifying. I'll need to get some feedback for you on whether this is intended, a bug or a current limitation of the design. As soon as I know I'll be able to advise further.

Kind regards,

Chris

Hi Roar,

Can I ask how you've set up the link between the reports? It's probably best to make sure that the filter is present in both reports individually and then link filter to filter.

Kind regards,

Chris

Hi,

Please find attached how I've setup the filters. I'm not using Link Data as I understand this have a different purpose. Also I understand that all the filtering is done in the main report, the others follow along.

regards Roar

Hi Roar,

Thanks for clarifying. Before you set up the filter linking in screengrabs 6 and 7, was the green tick present for the second report, as in screengrab 8? i.e. if you remove the filter linking, can you link them the other way.

If that's not possible then there must be a limitation of that second report preventing linking. If it is, then I think it points to a limitation of Yellowfin in version 8 and I'll need to see if I can replicate it on my side.

Kind regards,

Chris

Hi Chris,

The example I sent only has two reports, but the way I want to use and setup this dashboard is using 10+ reports. Wouldn't then linking the reverse way not be a solution?

And yes the green tick was present.

regards Roar

Hi Roar,

Can I ask one final question on how you've set up your two reports - How have you set up the reports so that they contain the same fields but not the same data, is there a fixed filter you've applied to one at report creation?

Kind regards,

Chris

Hi,

No, this is two different reports which have the same type data fields, e.g. the name of the reporter. The process is e.g. that a person can make one type of report or the other. Then I want to, by using one filter, know how many, by listing, he has made of both types of reports.

Not sure if this makes it clearer.

regards Roar

Hi Roar,

As it stands right now, there's a parent->child relationship with filters on the dashboard, where the parent/master report dictates what can be shown in the remaining reports on the dashboard.

However, that said, I have a couple of solutions for you -

You could create another, third report that contains all data types and data, this report can be hidden, but all the remaining reports on the dashboard are linked to that.

If you feel confident using SQL, you could go into your master report, create a custom query filter that pulls in all the relevant data and then link your filters as before. We have some documentation here. Scroll down to the Filter Settings By Type section and then expand the Entry Style subheading. The Value List Setup describes using a custom query.

Let me know if either of those work for you.

Kind regards,

Chris

Hi,

Thank you. Not sure how to solve, but I'll investigate making a third report.

regards Roar

No worries! I'll keep this open for a while longer, in case you want to discuss it further.

Kind regards,

Chris

Hi,

I tried a different approach where I use a union sub query, i.e. appending the data from four reports. The output looks nice, but when filtering it again, alas, it doesn't use all the data in the column, but only what is contained in the table which makes up the master query.

Is solving this easier by adjusting one of my filter settings?

See attached screengrabs.

regards Roar

Hi,

Did one more test. Instead of using the values on the list I typed the exact correct name and executed the filtering. This as my name is not in the list, but in the reports appended to the main query.

Then I got the correct filtered result. So the values which, now, populates the list in the filter is from the main query only. Doable solution, but not workable as a permanent solution as it requires too much knowledge up front.

regards Roar

Hi Roar,

Are you using Cached Values for your main query filter? If so, if you now rebuild the cache for the filter with the union sub-queries created, does it add the additional values?

Kind regards,

Chris

Hi,

Please as I've never done a rebuild of the cache can you guide me?

To make sure I get it correctly the first time. If this works, does the cache refresh by itself for future?

regards Roar

Hi Roar,

I'm not entirely sure this will work for your particular scenario, but using our Wiki page as a reference, scroll down to Dimension Filter Settings. You'll probably want to set the Value List Setup to Cached Values, rather than Cached Values on Demand, as I believe you intend to use this report in a dashboard, so you don't want them refreshing every time the report is run. Then click on Refresh Now to build the list of values.

You can configure the refreshing behaviour in the General Filter settings and set a schedule or do it manually.

Let me know how that goes.

Kind regards,

Chris

Hi,

My selecting for Filter Formatting looks entirely different from what you are showing, see attachment.

br Roar

Hi Roar,

Is the site field just a standard text dimension? And are you looking at the filter settings from the master query?

Kind regards,

Chris

Hi,

Yes, it is a text dimension and I'm looking at it from the master query.

br Roar