Creating a Report as Filter Qualification. Eloqua Eloqua Insight Analyzer User

2.

In the Filter Editor, on the Object Browser, browse or use the Find feature to locate the filter (usually located in the Public Objects\Shared Filters folder) with which you want to define your report filter.



You can use wildcards, such as * and ? in the Find box. The search is not case sensitive.

3.

On the Object Browser, when you have located the desired filter, add the filter to the filter definition window by doing one of the following:

Double click the filter. OR

Right-click the filter and select Add to Filter.

OR

Drag and drop the filter from the Object Browser to the filter definition window.

4.

On the filter toolbar, click Save.

5.

In the Save As window, in the Name box, type a name for the filter.



You can also add a description to the filter, which will display below the filter name in the folder.

6.

Click OK.

Creating a Report as Filter Qualification

The result set of an existing report object can be used as a report filter qualification on a different report. Often, the result set of one report is exactly what is needed to filter another report. Rather than create a report filter that mimics the results of the first report, the first report itself can be used as a report filter inside the second report.

For example, you may be analyzing customers and the items these customers purchase.

Specifically, you would like to find your most valued customers and see what items they are purchasing by Category. In this example, “Top 5 Customers by Revenue” and “Customers who spent more than $2,000” are existing reports that are used to filter a third report.

Copyright © 2012 Eloqua Corporation. All rights reserved. 42

Using a report as a filter is a powerful feature. It enables you to ask more sophisticated questions as you analyze your business. Because the results of the report-as-filter report control the output of the main report, you can perform market basket-type analysis and create reports that use nested queries.

To qualify on an existing report:

1.

On the Eloqua Insight Home Page, click the Create Filter link.

2.

In the Filter Editor, on the Object Browser, browse or use the Find feature to locate the report with which you want to define your report filter.



You can use wildcards, such as * and ? in the Find box. The search is not case sensitive.

3.

On the Object Browser, when you have located the desired report, add the report to the filter definition window by doing one of the following:

Double click the report.

OR

Right-click the report and select Add to Filter. OR

Drag and drop the report from the Object Browser to the filter definition window.

4.

On the filter toolbar, click Save.

5.

In the Save As window, in the Name box, type a name for the filter.



You can also add a description to the filter, which will display below the filter name in the folder.

6.

Click OK.

Copyright © 2012 Eloqua Corporation. All rights reserved. 43