In this example, we will create a customer BI query to filter customers by create user. This creates a dynamic query since results will vary depending on the user running the query.
The following table describes how to create the filter as it relates to an order BI query:
Field |
Value |
Category/Criteria |
Customer/Customer Creator User Name |
Type |
Match Condition (Session) |
Operator Type |
And |
Function |
Blank |
Condition |
Equals |
Values |
User Name This filters by the current user. |
To illustrate the results of the query, consider the following example. Ten customers were created today: three by Ann, five by Susan, two by Joe. Bob did not create any new customer accounts. The following table illustrates the results based on the user running the query:
User |
BI results |
Ann |
3 customers |
Susan |
5 customer |
Joe |
2 customer |
Bob |
No results |
