05-16-2018 06:17 AM
I have this table:
As you can see an account will have 2 managers. They typically will be the same person if there are 2 assigned to a company, however there are instances where they are mix and matched or there's just one manager. What I'm trying to figure out is a way to build a slicer that when selecting a person's name, any account with their name on it is returned, whether they are the Flex manager, Cobra manager, or both. Is this possible? I do not want 2 slicers for each person because it splits the data out when I'm just looking for overall stats by a person's name.
05-17-2018 12:41 AM
Create an extra table to list all available slicer selections. Here I renamed the column with [Items]. Later, you need to add [Items] into slicer.
slicer selection = UNION ( VALUES ( 'sample data'[COBRA AM] ), EXCEPT ( VALUES ( 'sample data'[Flex AM] ), VALUES ( 'sample data'[COBRA AM] ) ) )
Then, create a measure.
flag = IF ( ( IF ( SELECTEDVALUE ( 'sample data'[Flex AM] ) = SELECTEDVALUE ( 'slicer selection'[Items] ), 1, 0 ) || IF ( SELECTEDVALUE ( 'sample data'[COBRA AM] ) = SELECTEDVALUE ( 'slicer selection'[Items] ), 1, 0 ) ) = TRUE (), 1, 0 )
Add [flag] to visual level filters.
05-17-2018 11:30 AM - edited 05-17-2018 11:57 AM
Hi! Thank you @v-yulgu-msft. This works perfectly except for one thing. So I keep a table of the active clients and I keep a count on the side:
As you can see its 2157. When I apply the flag, the number goes down to 1957:
When I flip it to 0 to see why this is happening, it gives me the 200 accounts that are missing. The only pattern I can see is that they are all accounts with 2 people that are the same person:
Do you know how I can fix it from here?