Filter Delegate Basic - Basket usecase (1)

What is Filter Delegate

Filter Delegate can in general be used to examine "what other events are linked to this product/customer/citizen/patient/grocery basket" (continue the list...).

It's about finding a group of data by filtering - and then immidiately examine "what else happened to this group".

In the filter delegate feature you change a normal drill into a filter delegate.
The filter delegate will always be a named dimension attribute.

As an example, you have a very simple analysis containing 3 tables:

Table on the left-hand side and the right-hand side are identical.

If you drill into a certain Item (Armani, Sand L), you identify the customers who bought that item in the middle table, while the table on the right-hand side just reflects the drill:

If you want to know what else did these customer buy - you would have to do 2 things:

1. Multiselect the customers in the middle table

2. Relase the initial drill on the right-hand side table

How to setup filter delegate

These 2 operations are exactly what filter delegate will do for you (automatically), here's how:

1. Just select the table on the left-hand side and go to the criteria tab
   
   
2. Select filter delegate:
   
   
   
3. In the filter delegate dialogue, select the dimensiona attribute you would like to work as your delegated filer:
   

Now selecting the same item in your left-hand side table has a different effect:

It has identified the customers as before in the middle table - but now these are automatically delegated as a filter - and as a consequence, the right-hand side table show all the other product bougt by the customers who bought Armani, Sand L.

Consumer angle

That's very nice - but for the sake of your end users, you probably need to explain to them what's happening before publishing the analysis.
Otherwise, they might notice that the totals seems to be incorrect.

Normally, if you drill on Armani, Sand L - the total of the other tables should reflect the sum of that Item. Filter Delegate is NOT a drill though. As mentioned before it does 2 things - multiselect the customers and release the initial drill.

So the middle table and the right-hand side table is reflecting what all the customers who bought Armani, Sand L bought in total.

IMPORTANT: It's no longer about Armani, Sand L - it's now about the customers only.

I suggest you simplify the view for the consumers - maybe like this:

Notice in the simplified version we have removed the numbers on the customers and just presented a number and a list. 

Furthermore we have added some explanitory comments to make sure that the dasboard is understood correctly.