1.0 - Filtering Output - Vantage Customer Experience

Vantage Customer Experience User Guide

prodname
Vantage Customer Experience
vrm_release
1.0
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, click 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. Click CRITERION.
    2. To filter by field:
      1. Click Select a field and select a field.
      2. Select an operator.
      3. Enter a value or click "" 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. Click SAVE AND CLOSE.
      4. Select an operator.
      5. Enter a value or click "" to select a field to compare, or create a formula to compare.
    GROUP Define an advanced filter with nested criteria.
    1. Click 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. Click CRITERION.
    2. Complete the Formula Builder fields.
    3. Click SAVE AND CLOSE.
    4. Select an operator.
    5. Enter a value or click "" to select a field to compare, or create a formula to compare.
    GROUP Define an advanced filter with nested criteria.
    1. Click 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. Click CONTINUE.