To create a data filter by managers, do the following:
In the Visualizations side panel, select the Slicer element (
).
Add the Supervisor field to the filter (this will allow you to filter data by managers).
As a result, this field will be displayed in the filter.
Set the filter style. To do this:
-
Click the style format icon (
).
-
Select Slicer Settings.
-
In the Style settings section, select Dropdown.
-
In the Selection settings section, select Multi-select.
Add the search function in the filter settings. To do this, click the
icon and select the Search menu item.
In the same way, add filters for the following fields:
Employee
con_client
con_spec
con_type
HCP Loyality
Note:
You can copy a previously created filter (Ctrl+C, Ctrl+V) — in the new filter, you will need to replace the previously added field with the required one.
The next step is to create a chart of doctor loyalty levels related to the number of contacts.