Dynamic Filter - Based on list of data values

Hey Community,

I hope you're doing well!

I have been struggling with creating a dynamic filter for a long time - and decided to reach out to the community.

Find below the attached sample workflow.

The goal is to create a dynamic filter based on a data field. Ideally, I would love to have a dynamic "contains" filter but even if I can reach a dynamic "equals" or "in" filter, that would be of great help.

Let me know if you need any more details.

If you can explain the creation of such macros or guide me to any material, it would be helpful too.

Dynamic Filter Request.yxmd

Dynamic Filter Macro - Trial.yxmc

Macros

Accepted answers

DavidP

This is the closest I can get. The listbox in the macro uses a separate macro input as a source for the list.

The workflow has to present the data to the macro in the right format, which is why the summary and crosstab tools are needed in the workflow.

This does update the list options based on the data in the text input, but only AFTER the workflow is run.

Dynamic Filter Request.yxmd

Dynamic Filter Macro - DP.yxmc

All comments

RWvanLeeuwen

Hi @ropra ,

The workflow you have can be modified slightly to adjust for your needs. I have attached my solution for weekly challenge 215 for you to reverse engineer.

Using the summarize (twice) and crosstab, you can select fields and after that you can get a list of selected values. This exploits the following Boolean filtering statement: [Field] In ("list", "of", "things")

And lastly, and I'm sure you're aware of this, this app can be saved as a macro and subsequently used in your workflow.

Best,

Roland

Infotopics - Benelux partner of the year

Empowering business through analytics. See, Understand, Act!

challenge_215_start_file - RWvL.yxzp

DavidP

I have followed roughly the same approach as @RWvanLeeuwen.

I used your macro as a starting point, so there were a few thing I had to change.

1. It needs to be a standard macro rather than a batch macro, as you don't have a Control Parameter input

2. Change the way the data is presented to the List input

3. Created Record ID and a new field called New Date, which I split to rows so that there is only 1 year per row

4. With this I can now use the IN statement in the filter tool formula.

5. Remove Dups created by the Text to Rows

Hope this is useful.

Dynamic Filter Request.yxzp

ropra

Hey Roland,

Thanks for such a prompt reply!

Actually I'm using version 2018 and can't use the attachments you shared - any way you could share the same for 2018 version.

Best,

Rohit

DavidP

Here is my macro saved as 2018 version.

Dynamic Filter Macro - DP.yxmc

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