Filtering on Multiple Dimensions Simultaneously (Technically an OR filter)

[bcr123psu]

We have a situation where our customers could be classified by corporate owner, trade affiliation, or regional association.  Our sales reps can have an account assigned to them as any one of the three (but never more than one of these classifications at the same time) and our customers could potentially have three different reps.  For Example:

Customer	Corporate Owner	Trade Affiliation	Regional Association
ABC Company	Sales rep Mike	Sales rep Jen
LMN Company		Sales rep Mike	Sales rep Jen
XYZ Company	Sales rep Satish	Sales rep Kyle	Sales Rep Mike

Ideally, I would like a filter in an app so that if I select "Mike", I would see the results for ABC, LMN, and XYZ.  If I filter for "Jen" I get just ABC and LMN.  Essentially what an OR clause would do in a SQL statement.  What would be my options to doing this in an app or building out a custom field in the data model to allow this type of filtering?

[anushree1 · Accepted solution]

Hi,

Please check if the attached file works , I have created a Group called Type to record each classification using Cross Table

[bcr123psu]

This looks like it should do the trick, thanks.  For my clarification, because it's loaded as a cross table, the values within the table are treated as if they are all the same dimension, right?  Which is what allows "Mike" to be associated with three different "columns" of data, as if the data were represented like this...correct?

Company, Classification, Rep
ABC Company, Corporate Owner, Mike
ABC Company, Trade Affiliation, Jen
LMN Company, Trade Affiliation, Mike
LMN Company, Regional Association, Jen
XYZ Company, Corporate Owner, Satish
XYZ Company, Trade Affiliation, Kyle
XYZ Company, Regional Association, Mike

[anushree1]

Thats right , for your checking you can go to data Model viewer click on the respective table and then click on preview(box shaped icon on top right), it will show you the sample data after the load

[ShawnHicks]

This is such a great solution!  especially as Sense has no standard search object.  It can create a very large table if you have lots of data and want to search across multiple fields.  Kudos!