Sneak: How to create a Switch List

The Tips&Tricks Series is produced by the Customer Success Team. It highlights several easy to follow instructions and range from simple tasks to more advanced use cases.

How to create a Switch List

In the following scenario we are going create a Discover report which uses a switch list to display the top and bottom products old. This is useful when you want to use custom lists when filtering your report. Create a global parameter to act as a toggle button to switch between the top and bottom selling products.

1. Create a global parameter to act as a toggle button to switch between the Top and Button selling products.
   Select Formulate and create a global parameter

   

2. Select # Number and Discrete Lists, create 2 captions: Top Seller, value 1 | Bottom Seller, value 2.
   Save the Global Parameter – ‘Seller Options’

   

3. Create a global parameter to control the number of products displayed in the Top and Bottom Seller views.
   Select Formulate and create a global parameter.
   Select # Number and Continuous with the following values: Min Value = 1 | Max Value = 50 | Step = 1

   

4. Default: Format String is #,# | Parameter Values = 10 | Step = 1
   Save as ‘# Products’

   

5. Create Top and Bottom Selling product lists, based on the global parameter.
   Select Formulate and create standard list.
   Select the required data model.
    • Select the required attributes > ‘Product’ and select all elements.
    • Add Filter block – Top Count to the canvas
    • Insert Arguments »Check ‘Parameterize’ and choose global parameter ‘# products’
    • Pick a Data Point
    • Select Measures and choose a measure > Sales
    • Save List as ‘Top n Sellers

   

6. Duplicate the ‘Top n Sellers’ list and rename as ‘Bottom n Sellers’ • Edit the ‘Bottom n Sellers’ list »Replace the Top Count filter block with a Bottom Count filter block »Repeat the Insert Arguments and Pick a Data Point settings • Save List as ‘Bottom n Sellers’

   

7. Create a switch list using the Top Selling Products and Bottom Selling Products lists.
   Select Formulate and the required data model.
    • Select ‘Switch’ block and place on the canvas
    • Insert Arguments »Select global parameter ‘Seller Options’. This will control the number of switch branches.

   

8.  • In the Top Sellers branch add a Standard List and select ‘Top n Sellers’
    • In the Bottom Sellers branch add a Standard List and select ‘Bottom n Sellers’
    • In the Default branch add a Standard List and select ‘Top n Sellers’

   

9. Create Discover using Switch List.
   
   In the Switch Sellers Formulate view select Quick Discover.

   

10. This will create a new Discover and automatically add the Product attribute to the rows and select the ‘Sellers Switch’ list.

    

11. Add a measure to the columns, in this case ‘Sales’.
    
    Use the toggle button (Global Parameter) to change the grid view to show the Top n Sellers or the Bottom n Sellers. Use the # Products (Global Parameter) to control the number of products displayed.

    

If you have questions about these tips (or improvements) please let us know in a comment.

P.S. We will post previous Tip&Tricks as well as all new ones to keep this information active and available to all users.