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I want a filter in the Explore attribute



Posted May 06, 2021

When adding a data filter in the Explore dashboard
You can use "updater's name" etc.
But the choices will include the names of all users, including the end user, so it will take some time to load.

Is it possible to further narrow down the values in the name filter, such as "Role: Agent Only"?


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2 comments

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Chandra Robrock

Most Helpful - 2021Community Moderator

You can achieve this by creating a Standard Calculated Attribute for the exact Updater Names you'd like to be included within this Attribute. Here's the formula you can use which would allow you to only see Updater Names for individuals with either an Agent or an Admin role in this new attribute.

IF [Updater role] != "End-user"
THEN [Updater name]
ENDIF

Once the attribute is created, you can then add it as a data filter for your Explore dashboard. Hope that helps!

 

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@...

Oh, Thank you very much!!

I tried your formula and it successed!

So helpful tips.

Thanks again.

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