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I am sending out a report with totals to all members of a department. I also have to send out an identical report for only the member's data.
I am thinking:
Add a member filter to all the emails/users, let that filter on the user level, and then use an override filter on the report level to remove it for the department totals report.
Does this sound good or is there a better way? How do I "create a filter with empty values?" Filter on field [MEMBER NAME] and then for the value use ''? Or Null()? I cannot find an explanation the documentation and am having trouble getting a Google search answer. (I keep getting import issues with overrides.)
Thanks!
And overriding the user filter with a report filter and override values did work. To set up the Override Filter I used Advanced Search and the wildcard * for the Report Filter.
I was able to send out both reports on the same task.
The part that worried me was whether the filter attached to the User would affect other reports, but since those use different connections, they did not.
Thanks!
Hi,
If you want to send two different reports, you could:
- create users with filters and send them the filtered report
- create a user without filters, add the list of users in one of the available Alternate email and send the report to that user by setting the task to send the email to the alternate email list
Best Regards,
Ruggero
So set up a dummy user account using a unique email address I will not use, then load up all the emails into one of the alternative email fields, and use that instead for the non-filtered report? That is a lot of user emails to maintain in the field.
Overriding the filter seems much more elegant.
Hi,
Yes, this is my idea.
About how filters works https://help.qlik.com/en-US/nprinting/November2020/Content/NPrinting/ReportsDevelopment/Static-dynam.... So I have to test but I think overriding user filters will not work.
Best Regards,
Ruggero
Looking at Example 3 in your link, it would appear that it might work:
Task filter: None
User filter: [MEMBER NAME]=John Jones (Or Value for any Email)
Report filter: Override Values = Checked for [MEMBER NAME]
Resulting filter: [MEMBER NAME]=All Member Names
If they get any other reports, however, I would have to remember to include the Filter with the Override.
And overriding the user filter with a report filter and override values did work. To set up the Override Filter I used Advanced Search and the wildcard * for the Report Filter.
I was able to send out both reports on the same task.
The part that worried me was whether the filter attached to the User would affect other reports, but since those use different connections, they did not.
Thanks!
Hi,
I did some tests and you can create a filter on the same field of the users filter, with only the Override values check box flagged and add it to the report you want to send unfiltered. Then add all reports to the publish task and the users.
When you add a new field on the filter the first row will appears by default. You have to delete it by clicking on the waste basket icon on the left side, than save the filter.
Bes Regards,
Ruggero