Filter Output in Rules or Data Sources | Vantage CX - 1.4 - Filtering Output - Vantage Customer Experience

Vantage Customer Experience User Guide

prodname
Vantage Customer Experience
vrm_release
1.4
created_date
June 2021
category
User Guide
featnum
B035-3800-099K

After configuring a table for the type of rule or data source you are creating, set up WHERE and HAVING conditions. By default, all rows in the source tables selected are included. Adding filters constrains the rows to meet your defined criteria.

  1. From Filter, select one of the tabs to apply a condition:
    Condition Description
    WHERE Condition applied on a row-by-row basis.

    Example: customer.age > 18

    HAVING Condition applied to aggregate values.

    Example: HAVING SUM(account balance) > 10000

  2. Do the following to define the filtering output:
    Filtering Type Description
    WHERE CRITERION Define a single filter.
    1. Select Criterion.
    2. To filter by field:
      1. Click Select a field and select a field.
      2. Select an operator.
      3. Enter a value or select "" to select a field to compare or create a formula to compare.
    3. To filter by formula:
      1. Select "" > Formula.
      2. Complete the Formula Builder fields.
      3. Select Save and Close.
      4. Select an operator.
      5. Enter a value or select "" to select a field to compare, or create a formula to compare.
    GROUP Define an advanced filter with nested criteria.
    1. Select Group.
    2. Select All or Any.
    3. Insert a new Criterion.
    HAVING CRITERION
    You must include an aggregate function, such as, SUM, COUNT, AVG, MIN, or MAX.
    1. Select Criterion.
    2. Complete the Formula Builder fields.
    3. Select Save and Close.
    4. Select an operator.
    5. Enter a value or select "" to select a field to compare, or create a formula to compare.
    GROUP Define an advanced filter with nested criteria.
    1. Select Group.
    2. Select All or Any.
    3. Insert a new Criterion.
    Tip:

    To delete a criterion or group, select "" > Delete.

    To duplicate a criterion or group, select "" > Duplicate.

  3. Select Continue.