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Administrator Guide
Last Updated: 2023-06-23
Set Up Facet Configurations

Set Up Facet Configurations

Security:
Facet Configuration Management
 domain in the System functional area.
Facet configurations enable you to refine the results of facet filters into bins or ranges. Example: You can create a facet configuration that filters for job candidates in a 50-mile radius. Facet configuration options are available for currency, date, and numeric field types and for certain hierarchy fields.
You can't apply facet configurations on composite and simple reports.
Report administrators can view and edit all facet configurations. Report writers can view and edit reports they have access to, regardless of the facet configuration owner. Users can save and copy reports with facets owned by a different user.
  1. Access the
    Create Facet Configuration
     task.
  2. (Optional) As you complete the
    Definition
     tab for
    Date
     and
    Numeric
     facet field types, consider:
    Option Description
    Sort Ranges by Count
    Select to sort the facet configurations from high to low instance count.
    From Value
    To Value
    For date field types, specify the number of days to include in the facet filter range. A value of
    0
     indicates the current day. Negative values indicate days before the current day.
    Examples:
    • A
      From Value
       of -7 and
      To Value
       of -1 indicates a range of 1 week before the current day.
    • A
      From Value
       of 7 and
      To Value
       of 20 indicates a range of 1-2 weeks after the current day.
  3. (Optional) As you complete the
    Country Filter Options
     section for the
    Distance
     facet field type, consider:
    Option Description
    Use Country Report Field
    Display search results by postal codes in the countries you select on the specified report field. The report field must match a report field in the
    Facet Filters
     section on the report definition.
    Example: Boston, United States, and Saint-Quentin, France, use postal code 02101. To display results for only the relevant country, select the country on the report.
    Select Default Countries
    Display search results for only postal codesin specified countries.
    Example: Boston, United States, and Saint-Quentin, France, use postal code 02101. Enter
    United States
     to hide results for France.
  4. (Optional) As you complete the
    Distance in Miles
     and
    Distance in Kilometers
     gridss for the
    Distance
     facet field type, consider:
    Option Description
    To Value
    Include an option on your report that filters for results within the specified distance.
    Example: Enter
    50
     in
    Distance in Miles
     to enable users to filter for results within 50 miles of a specified postal code.
Date facet configurations:
Facet Value Name
From Value
To Value
1 Day Ago
-1
0
1 Week Ago
-7
-2
2-4 Weeks Ago
-28
-8
5+ Weeks Ago
-999
-29
To use your facet configuration in your report, select the facet configuration in the
Facet Options
 section on the
Advanced
 tab.
Users can access the
Edit Facet Configuration
 task to edit facet configurations.
Report administrators can access the
View Facet Configuration
 task to view all facet configurations.
Users with access to the
Facet Configuration Management
 domain can delete facet configurations using the
Delete Facet Configuration
 task.