Using Variables with Filters

[#1]

Hi,

Hopefully you guys can help... (And it is something super easy that I have missed)

.. I have set up several Variables within my document which work fine throughout, and the charts pick up fine however..

.. I have 'CompanyA' and 'CompanyB' as two variables, both have the same sales people underneath them but also people that are specific to the comapny.

For Example:

Name               CampanyA          CompanyB

Smith               x                         x

Jones               x                         x

Bloggs             x

Harris                                            x

Williams          x                         x

But when I set up a filter on 'Sales People' even though my entire document (Charts/Tables etc) could be looking at 'CompanyA' the filter still brings through Harris and has it white and not greyed out as I would expect..

... Can anyone help on this please??

Thanks

[#2]

could you be more specific?

".. I have 'CompanyA' and 'CompanyB' as two variables, both have the same sales people underneath them but also people that are specific to the comapny."

[#3]

I will try..

.. I have a tick box which shows every company that we work with, I can then tick several of these companies and press a button in my dashboards that sets a variable for the company/s that I wish to view.

Therefore all the charts etc I have have this is the expression

{$<Group={$(GroupA)}>}

This means that the charts only show activity/sales etc according to a company/s that I have set into 'GroupA'.

The problem I have is that if I then set up a 'Multi Box' and bring through Sales Person as a filter it shows every single salesperson within the database, not those specific to the Company/s that i have set into GroupA.

Does that make any more sense?

Sorry to not be very good at describing.

Thanks

[swuehl · Accepted solution]

As you already mentioned, you filtered all the other charts with a so called set expression

{$<Group={$(GroupA)}>}

All the charts, but not the list boxes / multi boxes. You need to use an expression instead of just the field name to filter also the list boxes / multi boxes, something like this:

=aggr(only( {$<Group={$(GroupA)}>} SalesPersonField), SalesPersonField)

In your multi box properties, general tab, enter this expression after clicking on the 'Expression>' button in the middle part of the dialog box.

Replace SalesPersonField with your appropriate field name.

Hope this helps,

Stefan

[#5]

Cheers!

... Loving this..thanks!