Forum Discussion
Revenue Total
- 8 years ago
Anonymous
Hi, try changing in the relationship Cross Filter Direction to BOTH
Regards
Victor
Anonymous I wish I could but I cannot hand over company credentials since I'm logged into our CRM system through these datasets. I will keep playing around with it to figure out what's going on. Thank you and Greg_Deckler for you help!
Anonymous
Hi, try changing in the relationship Cross Filter Direction to BOTH
Regards
Victor
- Anonymous8 years agoNot applicable
Vvelarde You. Are. A. Genius. That was plaguing me for days and that's all it was! If you don't mind me asking, what exactly does this setting do? I never know when and how to use it. Thank you so much again!
- Vvelarde8 years agoCommunity Champion
Anonymous
My english is not the best, so to avoid any confusion i prefer that Greg_Deckler :smileyvery-happy: explain the correct behavior of this action.
Regards
Victor
Lima - Peru
- Greg_Deckler8 years agoCommunity Champion
Nice one Vvelarde - mystery solved!!
Anonymous - So basically the cross-filter direction of relationships means that selecting items in one table filters out items in the other table in the direction of the filter. So, let's do a simple example:
Table A
ID, Revenue
A, 100
B, 200
Table B
ID, Products Sold
A, 4
B, 2
So, if your filter direction is A->B
And you place "ID" from Table A into a table visual and SUM of Product Sold from Table B, everything will work correctly. The row context of the table visual will filter Table B for the A row to the A row in Table B and same for row B. Everyone is happy.
But, if you place "ID" from Table B and SUM of Revenue from Table A, not so happy. You will get 300 for both rows. This is because nothing is filtering from B to A and thus there is, in effect, no relationship between the two tables from that perspective.
By switching the filter direction to both A<->B then everything works the way you would think they would in both cases above.
Note, cross filter direction is important to know about and more complex models will sometimes require one or the other, there is no 100% this is always how it has to be. So, generally uni-directional relationships work just fine but in more complex models, sometimes you have to switch it to "Both".
Let me know if that explains things sufficiently.
- Anonymous8 years agoNot applicable
Greg_Deckler Ok I see now. Makes sense! Thank you for the explanation. Thank all of you for hepling with my issue, it's really appreciated Vvelarde Anonymous danextian !