Prevent Background Filters From Deleting Historical Data

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    Ravid Paldi

    Hi WIll, 

     

    I don't think that a plugin would be the bet approach here as you're describing an issue with the data itself. 

    While possible to do it via JS on the client side, it will be a lot easier to tweak it around at your cube, 

     

    Assuming that you have the data of which employees are currently working at the company and that data can be added to your cube then you can copy your original data set and set the employee's identifier to be empty so in your dashboard filter they won't show as a selection option but their data will still be accessible (unless you'll filter out the empty strings as well). 

    If you could provide more details on how you wish to use the data of employees who left then I'll be able to provide you with more directions (: 

     

    Any way, feel free to reach out, we're always happy to help (: 

    ravid@paldi.solutions

    Partner Page

     

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    Bill Marty

    Ravid,

    Thanks for the clarification, already very helpful!  An example is that we have a 'Close Won Percentage" of deals throughout the history of our company; that includes all deals by people currently working here and not currently working here.  Yet, within the filter, we have some 50+ people that have worked here, but only want to see the 8 people that are currently working (simplify the view of the filter). All the while we do not want to delete the historical data that would impact our 'Close Won %.'  I hope that helps. Any wisdom or advice is much appreciative, as I am in the process of learning within this new analytics job.  

    Appreciate it Ravid, very much.

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    Ravid Paldi

    Hi Bill, 

     

    You are welcome and good luck on your journey! (: 

    SO, few tips/notes for your case:

    1) First, you should familiarize yourself with a formula function called ALL that lets you ignore external filters. It might be useful for you (Go to this page and search for the phrase "All(<Field>)" 

    2) If that won't help, I would suggest trying to accomplish that in your cube. The things you should do: 

    - Add a list of current employees to your as a new table in the cube

    - Generate a new field in the fact table that you're calculating the Won % from that will represent the Employee behind that deal but in case it is an employee that is not in the company - set the value to something fixed like "Previous Employees" 

    - In your filter, you will have your 8 employees and a "Previous Employees" entry as well, so your % Won will be kept in tact. 

    As this is an internal dashboard (I'm guessing), that solution probably would be sufficient. Otherwise, I'll need to have a better look at your Cube/Dashboard to see if I have another idea. 

     

    Just to confirm you are familiar with the concept of dashboard filters vs widget filters and that you can set the widget filters to ignore the dashboard filters. I assumed in my answers that you are familiar with those features and didn't find a way to use them before anything else I suggested

     

    Cheers,

    Ravid

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    Bill Marty

    Ravid,

     

    Thanks for the help.  Great insights and given me some good perspective.  Thanks for you time!

     

    Best,

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    Ravid Paldi

    You are welcome. 

     

    Good luck friend (: 

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