Hello All,
I'm in a bit of a pickle. I need to filter by solicitor in a finance cube widget or filter by payment type in a seats and tickets cube. Any idea how I might manage either option? We haven't been using a telemarketing order category, sales channel or MOS, just solicitor. And of course I need a sales widget that filters out a particular payment type for total sales or a sales widget that shows sales for each caller but that filters out the particular payment type. Or are going back into each order and changing the channel or category?
Hi Jennifer!
The Finance cube doesn't currently have Solicitor available (there is an enhancement request that would include this), and Payment Type won't be a part of Seats and Tickets. Is there anything about these orders that is an identifiable characteristic, or set of characteristics, that we could use in the scope of the available Finance fields to filter to only these orders? For example, are the orders under the desired solicitor the only orders with this particular payment type? Is there an event or price type or price layer that exists only in these order? If so - if we can come up with a value or combination of values - then we might be able to create a filter on Order ID that would limit to the same set of orders that a filter on solicitor would.
Using a filter on Order ID, select the Ranking type filter and set it to the TOP {some big number} like 1000 or 10000, and then edit the formula for the ranking. The formula would be something that for each order, only returns results when all the filter criteria of the formula is true, otherwise it returns null, and thus doesn't return orders that don't meet the criteria. E.g.
( [# unique Transaction ID] , [Payment Type = {something}] , [Price Type = {something}] )
Then you can set another filter on Payment Type <> {that one you don't want} and get your results.
Hope that helps!Chris
Hey Chris,
Thank you for this! I can use source ID and payment type. HOOORAY!!!
Jennifer