Linking Co-display and sections

Dylan Cooke-Tonnesen shared this question 9 months ago
Answered

Hi


I'm creating a co-display report that I would like to broadcast.


There are about 4 different reports. With two different views.


And I’m using sections to section the reports by sales reps.


When exporting/broadcasting I would like the report to the codisplay report to look like this


Sales Rep A

  • Report 1
  • Report 2
  • Report 3
  • Report 4

Sales Rep B

  • Report 1
  • Report 2
  • Report 3
  • Report 4

But right now it's like this.


Report 1

  • Rep A
  • Rep B

Report 2

  • Rep A
  • Rep B

Report 3

  • Rep A
  • Rep B

Report 4

  • Rep A
  • Rep B


Am I able to do something like this? I know I can filter on each rep and broadcast it that way – but I would prefer one broadcast email to go out instead of one broadcast email for each rep

Comments (7)

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Hi Dylan,

Thank you for your question and apologies for the delay. To clarify, you are looking to use the Sales Rep as the Section, and then display the 4 reports underneath each specific user? Can you confirm which version of Yellowfin of Yellowfin you are using?

I will need to do some testing over the next day or so on this to see if this is possible, without filtering per Sales Rep.

Cheers,

Neal

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Hi Neal

Yes that's correct and I'm using version: 9.3.1

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Hi Dylan,

Sorry, I have not had a chance to test this yet as we've had a few critical system down's to manage. I will take a run at this in the morning and let you know how I go.

Cheers,

Neal

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Hi Dylan,


I'm just picking this one up for Neal.


If you are using co-displays, the structure that you want to aim for here is to have two separate Reports and have hard-coded filters for each of the Sales Representatives.


In the example below, I've created a canvas with three Reports. I've then made a copy of that Report and applied a filter for the Male athletes in one Report and a filter for Female athletes in the other Report. I've then linked the Female report to the Male Report as a co-display which can then be Broadcast.


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Alternatively, you could use one Dashboard and create two subtabs utilising two separate filters for each Sales Rep, which would be a little easier to maintain as you would be guaranteeing the version control of the Report. The challenge here would be the repeated filters which may be a little confusing. What you could do is create a separate filter for each subtab and bring it into the Dashboard, like in the example below before Broadcasting.


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Let me know if you have any further questions!


Kind regards,

Simon

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Great Thanks, Simon. I actually started creating a dashboard with sub-tabs but was hardcoding the filters. Your way of creating separate filer for each sub-tab will be easier as there are more than 2 reps. I just used 2 reps as an example.

Thanks for your input.

Regards

Dylan

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Hi Dylan,


That's not a problem, I'm glad I could help!


It might even be better to use a different filter type like 'In List' if there are multiple possibilities for the 'Sales Rep', for example, if you are using an ID number.


Let me know if I can go ahead and mark this as answered, or if you have any further questions.


Kind regards,

Simon

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Thanks, Simon - you can mark as answered