Questions tagged [filters]

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1answer
24 views

Hide an empty list filter in Einstein analytics dashboard

I'd like to know if it is possible to hide a list filter in a Einstein Analytics Dashboard if this filter has no available values. Thanks
1
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2answers
541 views

Using User 's Alias/Username in Workflow/Approval Process Entry Criteria & Validation Rules

Many time we have some requirement in Approval Process field Criteria, Workflow Entry Criteria and Validation rules where some checks are required specific to users. For e.g. Take Some workflow ...
1
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1answer
1k views

Show only previous Business Day on a report

I am attempting to show the previous Business Day's new Accounts in a report. I am unable to simply use Yesterday as the filter because Monday will then show Sunday results, not Friday. The only ...
1
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1answer
33 views

Filtered Data Extension bug

I have an issue when applying filters in a Data Extension for a few days ago. Basically it doesn't work. For example, if I did a filter from a Data Extension adding the criteria 'Email is not null' ...
12
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1answer
585 views

Filter empty date field in SF analytics api

Using the analytics rest api we need to add a filter to a date field to get only the records where this field is empty. In json: { "column": "Account.Date_Field__c", "operator": "equals", ...
0
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1answer
21 views

Report Filters filtering only by created date

I want to Create some reports on Account object and i see as filter Created Date as well as to choose to filter between other date fields (find screenshot). I cannot lock this field or exclude it from ...
1
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1answer
1k views

Filter Reports by the Time of their CreatedDate

I figured that the CreatedDate will not show the time in the reports section. So I made a DateTime formula field to take the value from CreatedDate. Now this shows the time value inside the reports. ...
0
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0answers
16 views

Filter picklist values based on other objects field values

Is it possible to filter picklist values based on the 2 other object fields relation? In that case I mean for example: I have an Order Type field which on junction object is related to Region (e.g. ...
0
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1answer
590 views

Wave Einstein Analytics filter relative dates in dataflow with filter node

I need to filter opportunities in my dataflow that have a date 'last month' to 'end of current year'. I cannot use filters in the sfdcDigest node as I am doing a couple of calculations later that need ...
1
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2answers
45 views

how to filter the collection used in aura:iteration

I would like to have a filtered version of a collection as the source data of an aura iteration. Basically, something like this: <aura:iteration items="{! v.myList.filter(element => ....) }" ...
1
vote
1answer
36 views

Data filter and Measure to give recipients who opened a specific send

I usually work Automation Studio and SQL Activities to build my recipients. But I have been tasked to learn how to build simple segments using Data Filters and Measures. And now I am already confused ...
0
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0answers
40 views

Create the look filter for custom field in lighting

I have created the custom case component for the community and I have to apply the lookup criteria to create a filter to limit the records available to users. In my salesforce org (standard case ...
4
votes
1answer
8k views

How to use ORDER BY and GROUP BY together in the same query

I am trying to retrieve a list of LoginHistory for a bunch of users, but only want the most recent LoginHistory for each user. I have been trying this query, but I keep getting an unknown parsing ...
0
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1answer
1k views

SOAP API: Applying filter to a retrieve data in Apex

I generated Apex code from the ExactTarget SOAP Api: Exacttarget Wsdl URL I am trying to make webservicecallouts using apex to retrieve "SentEvent" for an specific subscriber. Using SOAPUi it works ...
1
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1answer
372 views

Lightning Filter Component

We are building a component that allow user to search for list of records. Was wondering if there is a standard filter component that can be applied with the possibility to apply multiple fields and ...
1
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2answers
374 views

Using the Send Log for Filter Criteria in Journey Builder

We have a requirement to not flow down a path if the subscriber has received a specific email (ex. Email1) in the past 7 days. We are using the Send Log, this contains the EMAILNAME and SENDDATE. The ...
0
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1answer
87 views

How to Refresh an existing Filtered Data Extension without Filter Activity / Automation?

I know that there is the process to create a filter definition, a filter activity and then have these run inside an automation to automatically update filters. But this means that you need to ...
-1
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1answer
29 views

Can I create an AND and OR filter and apply that to a data extension

I'd like to create a Data Filter that has AND and OR conditions in it, like x AND y AND (a OR b OR c) I'm unable to merge two filters. Is this feasible?
0
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2answers
38 views

Can't pass 'greater than' or 'less than' operators in reportFilters via url

I have a lightning component that redirects to a custom report passing filters via url. This component is working inside a community and, as far as I know, you need to generate your url with a '...
0
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0answers
18 views

Escalation rule logic not working

I have a sequence of 4 rules in one Escalation with slightly different criteria primarily based on country. It is set to escalate on either 24 hrs or 24 & 48 based on the country. Currently, the ...
0
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1answer
72 views

Create a filtered list using 2 or more tags - MobilePush

We want to create a filtered list with few rules that contain few tags. I have a contact with a "fishing" tag and a "boating" tag, and another contact with only a "fishing tag". I want to create a ...
0
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0answers
32 views

Filter data by year w/o changes to SOQL?

Trying to filter data that is returned to me by the termination year. If any data that is pulled and has a termination date older then five years I do not want it to show up. public static List<...
0
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1answer
393 views

Filtering records in a Napili Community Page?

I have a checkbox: Archive on a Custom object which gets checked on the records which were two hours old. I wanted to pull these records in a separate tab: Archived Records in a community page. I can ...
0
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1answer
392 views

set dashboard filter by record type

i have multiple dashboards and i would like to know how can i add dashboard filter by record type? I don see this option in my filter list. I tried added a formula field in my Account & ...
0
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0answers
10 views

Dashboard Filter - Pulling a different field value

On a dashboard i am creating (case object), i have added the filter options for edit date and edited by. When i select an option in the edit date filter, a filter is added to the report(s) for the ...
0
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1answer
412 views

Object Filter in SSIS Salesforce Source

I need to move all records from salesforce to a DWH using SSIS. After the initial run I need to move only the records that either got inserted or updated after the last run into SFDC. I learnt that ...
1
vote
1answer
68 views

Journey Builder Goal Criteria Error

I am creating a new version of an existing journey that I have as I noticed an error with the way contacts pass through (see image below): The fluctuations of populations did not make any sense. I ...
1
vote
1answer
49 views

Send a Second email to subscribers that didnt open 1st email sent via automation studio

I need to create an automation to: 1- Send and Email (from a created email template) to subscribers and informations from a Data Extension DocCobranca. 2- After 2 days has passed I need to make a ...
1
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2answers
105 views

Data Filters and Measures Error for Unique Opens

I am having an error when trying to implement a data filter using a measure I created. I am implementing this filter to create a filtered data extension. Here are the details: I am using a data ...
0
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0answers
23 views

Filtering by date-field

I'm trying to create a report over "Faktura" filtering by its field "Dato for fakturering", but it's not showing up in the report maker. Can anyone explain why this is? Is there any way to fix it? ...
0
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0answers
12 views

Grouping Filtered Records on a Visualforce Page by a Field

I have a custom object called "Availability" that has a couple of field that I'd like to display and I want to be able to filter them by a date range selected by the user through the VisualForce page ...
0
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1answer
38 views

Filter Opportunities with Contacts Report by Fields on Contact Lookup field

I'm looking to create a report of Opportunities with some native Opportunity filters. These Opportunities also have a custom Lookup field pointing to a Contact: Project Contact. In the Opportunities ...
0
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0answers
9 views

Dashboard Filter within Tile - How to Change from “Equals” to “Contains”

there is a filter within a tile on one of my dashboards that appears to default to "Equals" and as a result, when I drill down there are no results pulling. Is there a way to change this to "Contains"?...
1
vote
1answer
36 views

Enhanced Segmentation - Final send volume after exclusion

I'm busy building filtered data extensions using the new enhanced segmentation features, so that we can drag and drop segments in to our sends. So as an example I have created 2 filtered DEs, one ...
0
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1answer
225 views

Search/Filter functionality in a lightning table without using jquery. Response from server side will be json

Json response: {"rows":[{"vals":[{"val":"Abc Corp","cssClass":""},{"val":"GROUPA","cssClass":""}, {"val":"Eitan","cssClass":"responsiveHide"}, {"val":"9","cssClass":"responsiveHide"}, {"val":"$18.9K",...
0
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0answers
21 views

How to add filter in to salesforce lightning app?

I have built an app with a geolocation feature. To easily filter the data I have used search term. But I have to add a search filter where user can easily select from the drop-down list or checkbox ...
1
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0answers
44 views

Multiple filters for same field in wave:update

I'm developing a Salesforce Aura component that updates an existing Wave Analytics dashboard whenever something changes within the component. Those changes may affect same field with several values ...
2
votes
2answers
6k views

Can i compare two fields in report?

I need to compare if a certain date/time field is greater than/less than another date field. Can this be done in a report without calculating the same using formula/boolean fields?
0
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0answers
11 views

Annual revenue filters in the report

I'm trying to calculate the gross annual revenue for the last year. But my filters seem wrong to me. I consider the interval between starting and final dates. But what if the date started in 2017, and ...
0
votes
1answer
50 views

Need to find a method for an extension class that filters the a certain value of the current shown record

I am trying to find a method to query a certain dynamic value and make the results visible in the standardController. Background: we want to display all leads who have the same date field as the ...
1
vote
1answer
46 views

Automated Email Campaign with filtered data

In my current environment, we have multiple automated email campaigns setup in this way. For one such campaign, there is a designated source DE which will be only be growing on demand which contains ...
1
vote
1answer
67 views

How to make a Lightning Component in a Lightning record page visible to a subset of users?

I would like a single Lightning Record Page to have 2 components, each visible only to a specific set of users. There are a few users identified as 'beta testers' and one version of the component ...
0
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2answers
1k views

Filter in Related List using fields from related record

Here is the scenario - I am showing related orders in opportunity page layout by using related list lightning component. Order is having two record types - say A and B. In the Opportunity detail ...
2
votes
1answer
69 views

How to use subscriber status in a filtered group

I am trying to update a filtered group, which is filtered on "All Subscribers". I want to exclude subscribers with status "Unsubscribed" from All Subscribers which cant be selected in the filter, when ...
0
votes
1answer
125 views

preconfigure filter affecting widget with disabled apply global filters

I have embedded a wave dashboard on a visualforce page. In my dashboard I have charts that "Apply global filters is disabled". What happen is when I view the dashboard on the visual force page, and ...
0
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0answers
15 views

View my cases and all new cases (other owner)

as an agent I need to see the tickets I managed (the owner is me) and also the new tickets (other owner). I tried to filter in the lists of views but it doesn't allow me to do what I want. Any ...
2
votes
1answer
25 views

“Account Data Extension” with Account ID as proimary Key using for Order related Emails?

I created a "Account Data Extension" with AccountID as primary key, so every customer is just ones in the Data Extension. Now I want to send order related Emails/Journeys. Therefore I filter this Data ...
0
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0answers
127 views

Filter Data Based On Values Matching In Two Columns

Is it possible to filter data based on values in two columns matching in Einstein Analytics? For example, I have one column named BO Qty and another named Supply Qty. If BO Qty is 1 and Supply Qty is ...
0
votes
1answer
31 views

Filter in a 1:many relationship for one value only

we have two Data Extensions - DE1 one storing client's data and another one, DE2, storing information on with a 1: many relationship. We now need to filter on exactly one of the values DE2 Data. ...
0
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2answers
56 views

Filter Synchronized Data coming into Marketing Cloud

I am wondering if there is a way to filter data coming into marking cloud from Sales Cloud. I ask because I do not want to import Accounts that dont have email address associated with them as these ...