Filters on Liveboard
# help
g
Hey guys, need help with user roles & filtering. I have Exec / Manager / Sales Rep roles. Exec tab works fine. What I want: Manager tab โ†’ filter shows only managers, by user name. Sales Rep tab โ†’ if a manager is selected, show only sales reps under that manager and if no manager is selected, show all sales reps. Right now I only have a formula returning the user role, but I need conditional / dependent filtering, not just roles. Whatโ€™s the cleanest way to do this? Reference, lookup, formula, etc? Thanks ๐Ÿ™
s
-- Using Formulas in Your Model/Worksheet Create a formula column in your Model/Worksheet: reports_to_manager = if ( [manager_id] = [selected_manager] ) then [sales_rep_name] else null reports_to_manager = if ( [manager_id] = [selected_manager] ) then [sales_rep_name] else null Then use this in your filter. https://docs.thoughtspot.com/cloud/10.15.0.cl/formula-add -- Using Parameters Create a Parameter for Manager selection, then use it in a formula: filtered_sales_reps = if ( [manager_id] = {manager_parameter} or {manager_parameter} is null ) then [sales_rep_name] else null filtered_sales_reps = if ( [manager_id] = {manager_parameter} or {manager_parameter} is null ) then [sales_rep_name] else null This handles both cases: when a manager is selected AND when no manager is selected (shows all sales reps). https://docs.thoughtspot.com/cloud/10.15.0.cl/parameters-create