Dashboard filters of dynamically changing Measures and Dimensions

Business Problem

You have an Infor analytics dashboard that communicates valuable information, but you want the same report to switch between different metrics or dimensions.

For example, a pie chart where an employee can toggle between revenue per city, to revenue by country, or revenue by sales manager. Another example would be to switch between multiple measures on a single report, such as from Revenue per country, to number of customers per country.

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Tutorial

1. Create an embedded filter with parameters that contain the measures.

2. Create Saved Expressions that will collect and interpret the values from the parameter.

ex: <EVAL!GetPromptValue(‘Value Selector’,'[OrderDate: # Distinct CustomerID]’)!>

GetPromptValue – captures the value provided by the parameter called Value Selector, as a string.

If the parameter is empty, then a default string is used, in this case [OrderDate: # Distinct CustomerID].

<EVAL! – evaluates the string as a Measure or Dimension.

3. Finally, use the newly created Saved Expression in your report as a regular Measure or Dimension.

Configuration

The user will make a selection on the embedded filter.

Based on the users selection the filter will generate the corresponding parameter.

The GetPromptValue function will pick capture the value from the parameter, and <EVAL! will convert the captured string to a Measure or Dimension.

Resources

How to setup filters.

Alternate solution: Creating Column Selector