What expression would be the correct filter to include only data from urls that contain a specific param. For example I have &utm_medium=paid contained in a referral url. What expression would I use?
UTM parameters are automatically mapped to the campaign fields in Google Analytics. The name of the fields in the filters depends on if you are using a (permanent) view filter or an ad hoc filter in the reporting interface.
In the view filters you'd use a custom filter with "campaign medium" as filter field.
In the ad hoc-filters (the box top right of the data tables) and in segmentation it's simply called "campaign". In the ad hoc filters the field is only available if the data table itself displays the campaign as (primary or secondary) dimension.
If you want to filter by a parameter that is not an Analytics utm parameter you would use the request uri (view filters) or page (ad hoc filters) field. Most people have filters that strip url parameters before the data is sent to the reports, so this might not work properly in your ad hoc filters.
Related
I'm trying to query our Dynamics 365 CRM through the Common Data Service / Microsoft Dataverse. I can manage this when I need to just filter on fields that exist within the entity type I'm searching. But I also need to filter on a different linked entity.
So far I can query on the contact entity just fine:
var contacts = svc.Get("contacts?" +
"$select=firstname,lastname,address1_name,address1_line1," +
"address1_postalcode,emailaddress1,statecode,_parentcustomerid_value&" +
$"$filter=contains(firstname,'{firstName}') and " +
$"contains(lastname, '{lastName}')"
, formattedValueHeaders);
And this returns a list of contacts which match the filter.
However, I also need to filter on the Account Name that the contact is linked to. If I had the AccountId value then I could do this by adding $"contains(_parentcustomerid_value, '{accountId}')" to the filter. But I can't use this as the input data I'm receiving to query on is the name of the account and not an Id value.
Any ideas on how to do this?
Currently, the only way I can see is to use my existing query, then to loop through each contact and check the returned account name in the response, and if this matches then in effect I've filtered it. But I would prefer to be able to have the whole filter all in a single query.
You can use this to filter based on lookup field name value.
https://devorg.crm.dynamics.com/api/data/v9.1/contacts?$filter=parentcustomerid_account/name eq 'test'
I am trying to populate contact field (Potential Customer) based on text field (Email Address) set. To bear in mind, it should be unique based on the customer record.
Condition is if Email address field is set, look up field (Potential Customer) value should be fetched based on the Email address field.
Wherever you are trying to fill that contact lookup from (plugin, form script, console job, web app, ETL, MS Flow, etc), you have to fetch the contact by filtering the email value and set it in lookup entity reference.
You can use web api or fetchxml to achieve that. Here is how it should look like.
https://crmdev.crm.dynamics.com/api/data/v9.0/contacts?$select=fullname&$filter=emailaddress1 eq 'test#gmail.com'
C# example
Javascript example
Once you fetch the lookup field based on email address using web api which is suggested by Arun. To set lookup field on form using javascript see below article.
https://xrmdynamicscrm.wordpress.com/2020/06/17/dynamics-crm-365-set-lookup-regarding-field-while-using-xrm-navigation-openform-formparameters/
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On SPCRM I'm trying to expose Product Name on the Policy List page, inside the column called: Insurance Type.
Using inspect and console tool I could not locate the missing data
I am logged in as this user:
https://spinsurance.admin.kademi.com.au/manageUsers/116783806/#summary-tab
Policy List page:
https://crm.spinsurance.co.nz/leads/?query=&leadType=active&from=0&size=100
The product data is only exposed once you click a policy (under Insurance Type section):
example: https://crm.spinsurance.co.nz/leads/148615383/
I would like to know where / how I can update the lead/policy query to also include product data (Insurance Type) within the Policy list page.
OK, so assuming you have a custom field on your journey to hold the insurance type, similar to this example which has a field called "claim_recordId"
Then the JSON response on the leads page will include that in the fields object, eg:
You can then customise the JS for the leads page to show that field in a column
I have been trying to filter my embedded PBI report using the filter query syntax:
&$filter={tableName/fieldName} eq '{fieldValue}'
and this works for me.
However, when I apply more than one filter, the PBI report is filtered only according to the last $filter and other filters are disregarded.
Is there a way to add multiple filters in the Power BI embed URL?
With the release of 2.0.0 you can now get and set filters at report scope and page scope. We currently don't support visual scope but it is planned to come in the future.
See: https://github.com/Microsoft/PowerBI-JavaScript/wiki/Filters
for more information on how to use the SDK to apply filters.
You can also set filters during load.
https://github.com/Microsoft/PowerBI-JavaScript/wiki/Embed-Configuration-Details
You can see a working demo of using filters here:
https://microsoft.github.io/PowerBI-JavaScript/demo/filters.html
If the filters you are applying need to be secure (they can't be modified by the client) then you must use RLS on the report, and then add the username and/or role claims to your JWT token. Then requests to view the report with this token will only show data for allowed user or role.
The OData $filter parameter only supports a subset of filter capabilities. If you want to have more complex values or conditions it is recommended to use the SDK to construct filter objects.
I wanted to make a page with exposed filter search app in Drupal for a list of people.
I started by creating content type Bio and populated it as following:-
Then, I continued making a view with exposed filters of the fields of content type Bio. With the help of Better Exposed Filters, I am showing both Filters through Checkboxes through AJAX, as below:-
Now, uptil now, it's working fine. when I select a region or/and any city, the content updates according to that.
What I am hoping to create is a dependency between the region and city. All I want is that when I select any region in the Filter by Region, the lower filter values in the Filter by City automatically adjust and show me only the cities for which the region field in Bio is the selected city.
As an example, If a user selects EMEA, the city exposed filters should only show European cities.
I have been stuck in this for hours now. I have tried various solutions (View Dependent Filtersand Filter Fields) but to no avail.
You can use the views_hacks module and its views_filters_selective option.