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How to build "OR" relation filter in the dashboard?

I like to find a way to create a filter with OR function --

when I choose a person name = "ABC" .. it will give me sales person name = "ABC" or engineer name = "ABC" ...

Please help!

Thanks!

3 Replies
agni_gold
Valued Contributor

Re: How to build "OR" relation filter in the dashboard?

could you please send some sample data or file?

Not applicable

Re: How to build "OR" relation filter in the dashboard?

Thanks for the reply .. here is the example ..

MVP
MVP

Re: How to build "OR" relation filter in the dashboard?

You can transform your Detail table from a cross table to a straight table using CROSSTABLE LOAD prefix:

CROSSTABLE( Role, Person)

LOAD ORDERS, BILLTO, PAYER, SHIPTO

FROM ....;

The Crosstable Load

Then you can use Person field to filter all records where Person appears in any Role.