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How do I create a dropdown or select tool style filter with multiple selectable values?

krworthington
6 - Meteoroid

I want to create a filter where I can select multiple Department Numbers and returning all of the records with those Department Numbers. So for example, if I select Department Numbers 701300000 and 702150000, I want to get a total of 5 records with all of the related columns. I want to be able to re-select different Department Numbers as needed.

Data example below:

 

Department NumberProduct IDSerial NumberModel Number
700000000403791G09K9G0001HK7880000||RACK: ELECTRONICS
70130000042401615486846ALARIS 8015||PUMP: PCU
70130000042393215487065ALARIS 8015||PUMP: PCU
702150000SG-48261 EXADATA X7-2||COMPUTER: FILE SERVER
702150000428077PA20L30KHB9PX3000RTN||UNINTERUPTED POWER SUPPLY
7021500004203037826F8X8408-44E||COMPUTER: FILE SERVER
702500000424524US43359776INTELLIVUE INFO CENTER IX||PATIENT MONITORING EQUIPMENT
70345000042362715382492ALARIS 8015||PUMP: PCU
705401000423802CAB2118490585CE8140||STORAGE SYSTEM: CRYOGENIC
705700000SG-53148 REVERIE 8058-80||SOFA
706102000400741F01047VITA||PATIENT MONITORING EQUIPMENT
706260000408926120916762S3||BED: ELECTRIC HOSPITAL
707400000410267PPM-15382HEARTMATE POWER BASE UNIT||VENTRICULAR ASSIST DEVICE
707400000418279T6J08405DXVALLEYLAB FT10 ENERGY||ELECTROSURGICAL GENERATOR
707400000417186DJH017469P5392||PACEMAKER: CARDIAC EXTERNAL
70930000041555214288279ALARIS 8100||PUMP: PC
70930000041393614306664ALARIS 8100||PUMP: PC
70930000041658314457365ALARIS 8300 ETCO2||PUMP: INFUSION
70931300041613615080110VASC PRO||TABLE: ULTRASOUND
709700000410546SDJ13491135SACOROMETRICS 259CX||PATIENT MONITORING EQUIPMENT: FETAL


I've looked at some Community threads regarding the Drop Down and List Box Interface tools, but I'm not sure if that's the right direction or not.

 

Thanks in advance!

13 REPLIES 13
dougperez
12 - Quasar

You will need to create a chained app to do that...
See this link: https://community.alteryx.com/t5/Interactive-Lessons/Chaining-Analytic-Apps/ta-p/243120

apathetichell
19 - Altair

What do you mean by re-select as needed? Do you mean run the app multiple times and select different ids? Try the attached and see if it's what you want.

krworthington
6 - Meteoroid

It looks like this is probably going to work. However, in my actual data, the Department Number is actually a V_String in this format- 123456789:Department Name and I need to keep it in this format. Sorry, I should have formatted it like this in my example. How would I modify the App accordingly? I haven't been able to get it to work with the V_String field. Thanks!

apathetichell
19 - Altair

Do you need the dropdown to show 123456789:Department Name or just Department Name or just 123456789? can you mock up a few more examples? It should be a fairly fast fix...

krworthington
6 - Meteoroid

So here is what it really looks like.

 

Department NumberProduct IDSerial NumberModel Number
700000000:Department Name403791G09K9G0001HK7880000||RACK: ELECTRONICS
701300000:Department Name42401615486846ALARIS 8015||PUMP: PCU
701300000:Department Name42393215487065ALARIS 8015||PUMP: PCU
702150000:Department NameSG-48261 EXADATA X7-2||COMPUTER: FILE SERVER
702150000:Department Name428077PA20L30KHB9PX3000RTN||UNINTERUPTED POWER SUPPLY
702150000:Department Name4203037826F8X8408-44E||COMPUTER: FILE SERVER
702500000:Department Name424524US43359776INTELLIVUE INFO CENTER IX||PATIENT MONITORING EQUIPMENT
703450000:Department Name42362715382492ALARIS 8015||PUMP: PCU
705401000:Department Name423802CAB2118490585CE8140||STORAGE SYSTEM: CRYOGENIC
705700000:Department NameSG-53148 REVERIE 8058-80||SOFA
706102000:Department Name400741F01047VITA||PATIENT MONITORING EQUIPMENT
706260000:Department Name408926120916762S3||BED: ELECTRIC HOSPITAL
707400000:Department Name410267PPM-15382HEARTMATE POWER BASE UNIT||VENTRICULAR ASSIST DEVICE
707400000:Department Name418279T6J08405DXVALLEYLAB FT10 ENERGY||ELECTROSURGICAL GENERATOR
707400000:Department Name417186DJH017469P5392||PACEMAKER: CARDIAC EXTERNAL
709300000:Department Name41555214288279ALARIS 8100||PUMP: PC
709300000:Department Name41393614306664ALARIS 8100||PUMP: PC
709300000:Department Name41658314457365ALARIS 8300 ETCO2||PUMP: INFUSION
709313000:Department Name41613615080110VASC PRO||TABLE: ULTRASOUND
709700000:Department Name410546SDJ13491135SACOROMETRICS 259CX||PATIENT MONITORING EQUIPMENT: FETAL

 

 

apathetichell
19 - Altair

And to confirm - you want the entire first column as the dropdown?

 

Your filter needs to change to reflect how the spaces and : are going to be reformatted via the crosstab tool - to do this the filter is changed to say:

REGEX_Replace([Department Number],"([!\W]+)","_") in ("test")

 

The other minor change is that the multi-field tool which changed field type is no longer needed since you are now comparing strings to strings... See attached.

krworthington
6 - Meteoroid

Yes. The entire first column should be the drop-down. Should I be changing ("test") to a value in my data set? I am getting the drop-down and can select values, but no records are returned, And I know my selection has associated records. The Revised example is working fine, it's just when I substitute my own data set that I encounter this.

apathetichell
19 - Altair

Run the workflow first - and then can you confirm that in dropdown your selections look like the values you are filtering for - but any commas and : are changed to _....? "test" stays "test" - that's the stand in for what the list is going to replace....

 

Can you drag a formula tool onto the canvas before the filter and throw REGEX_Replace([Department Number],"([!\W]+)","_")  on it? see if the result exactly matches the value you see in the dropdown... if not the conversion could be off a bit.

krworthington
6 - Meteoroid

The drop-down selections look correct.

 

I copied the Regex Replace formula into a Formula Tool, output to a new column, and all values are 0 (zero). Output to [Department Name] returns all values 0.

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