[Version: 2023 - November 2]
[Build: 23.11.21518]
Sometimes, when you apply criteria to your data and you get a result set on a specific dimension, you would like to use that result set to work as a criteria to pass on as a new filter.
A classic example is the Basket Analysis: You filter your data by a specific Product to get a list of Customers buying this Product. The list of Customers is then used as a filter to present which other Products are bought by this Customer group.
The Filter Delegates feature can do exactly this: Use a filter from any object in a dashboard to delegate it to another dimension. The result set from the other dimension is then automatically applied as a filter to the other objects in the dashboard.
You apply the Filter Delegate option to a data object, e.g., a crosstab or a chart. This is done from the Criteria Smartpad:
In the Filter Delegate dialog, you select the dimension that should work as Filter Delegate dimension:
Now, when you do a Drill on one or more of the object's dimension members, this will be passed on as a result set from the delegated dimension. The result set from the delegated dimension will become the filter that applies to the other objects in the dashboard.
Important: If you are using decorations in TARGIT Management to optimize your filter queries as described in this arcile: https://community.targit.com/hc/en-us/articles/360017096777-Decorations in the section about Criteria request: Selected measures, you can experience that filter delegate gives you a resultset based on the measures you have selected in TARGIT Management. I
It is recommended for now to NOT use filter delegate with dimensions that have been optimized in this way using decorations.
Note: In the screenshot above and in this tutorial video, the second crosstab is included only for illustrative purposes. It could be left out, and the delegated filter would still work the same way for the other objects.
Video tutorial:
Comments
Important: If you are using decorations in TARGIT Management to optimize your filter queries as described in this arcile: https://community.targit.com/hc/en-us/articles/360017096777-Decorations in the section about Criteria request: Selected measures, you can experience that filter delegate gives you a resultset based on the measures you have selected in TARGIT Management.
It is recommended for now to NOT use filter delegate with dimensions that have been optimized in this way using decorations.
David Hollinsworth has created a guest Blog with several examples on how his customers are already using Filter Delegates to simplify data analysis and get closer to their customers.
https://www.targit.com/en/blog/uncover-contextual-data-with-filter-delegates
Furthermore, there is an upcoming webinar where Niels Thomsen will give an in-depth walkthrough of our Filter Delegates feature.
https://www.targit.com/resources/webinars/tips-and-tricks-filter-delegates-edition
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