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 |