Filter clients in treemap instead of Product

[Hesloan Viana]

Hey all, i'm using 2 treemap on my dashboard and a cross table. The first one show me 2 dates. The second one show me, when selecting one date, the procuts in that month. The third one i need to show all the clients that have that product, but not only that product.

 

Example:

January in the first treemap.

Product A, B, C, D in the second treemap.

All the clients that have the product C and all the others products that this client have.

 

Actually, when selecting the product C in the second treemap i just filter the Client and the value of product C in the third treemap.

[Tyger Guzman 2]

Not entirely understaning your example.

But I believe it should be on your third visual that you want to change the Marking filtering to OR instead of AND.

If you can provide a sample of how the data looks in the datatable along with expected results may be able to help further.

[Hesloan Viana]

For example:

 

CLIENT	PRODUCT	TEAM	$
A	PRODUCT_1	TEAM_1	100
A	PRODUCT_2	TEAM_1	200
A	PRODUCT_3	TEAM_2	300
D	PRODUCT_4	NO_TEAM	4

 

 

 

CLIENT	PRODUCT	TEAM	$
B	PRODUCT_1	NO_TEAM	400
B	PRODUCT_5	TEAM_2	1.000
C	PRODUCT_6	NO_TEAM	300

 

 

 

In this example, if I select 'Team_1' in the first treemap, and 'Product_1' in the second, i would like to show in my crosstable something like this:

 

CLIENT	PRODUCT	TEAM	$
A	PRODUCT_1	TEAM_1	100
A	PRODUCT_2	TEAM_1	200
A	PRODUCT_3	TEAM_2	300
B	PRODUCT_1	NO_TEAM	400
B	PRODUCT_5	TEAM_2	1.000

 

 

 

So, the first Treemap, when selecting 'Team_1', shows me  the 2 products (PRODUCT_1 and PRODUCT_2) that this team owns.

 

Then, when selecting 'PRODUCT_1' in the second treemap i want to show, in a cross table, all the products and clients that have 'PRODUCT_1'.

 

So:

 

Treemap_1  -> Shows Team (Team_1, Team_2)

 

Treemap_2 -> Shows me the product of that team. (Product_1, Product_2 for Team 1).

 

Crosstable -> Shows me all the clients, and the products, who have a product in treemap_2, when selecting one.

[Tyger Guzman 2]

You'll want to have separte markings for your two TreeMaps and the crosstable be limited by both markings and set to OR.

[Tyger Guzman 2]

The Product and Team tree maps cannot limit each other. {because then the product visual is limited to only items that match the Teams} so they must be separte. 

[Hesloan Viana]

The sixth row "Client B, Product 5, Team 2, $1 " must appear in the table, because Client B have a product 1 too.

 

Like the third row "Client A, Product 3, Team 2, $300".

 

I need to show all the clients/products/$ that have a product 1.

 

 

[Tyger Guzman 2]

The requested set up is quite odd with Markings since the function of markings will only be marked when the value is true. so getting the clients to be marked based on other columns can't really happen.

 

I've made a working example using document properties/calulated columns/ and limiting expressions attached here.

[Hesloan Viana]

 

 

Thanks, it worked perfectly. In filtered list i used just [CLIENT] = '${mylist}'.