I would like to leverage two columns (Primary Relationship Manager, and Secondary Relationship Manager) to slice my data on a dashboard. The same users can be either primary or secondary relationships.
I would like to Slice the data in a way that a user can click their name and have the dashboard filter out all records where they are not either Primary OR Secondary.
I am having a lot of difficulty accomplishing this, even though OR logic seems like a simple and common use case. Any ideas?
These Primary and Secondary Relationship Managers will have to meet with their clients a couple times a year. Part of my Data is the Review Date for these meetings.
Using a Count of Review Date as the Value and the Date (Months) as the x-axis, I want the team to see a distribution of meetings over the year. Additionally, I'd like them to be able to click the slicer from the first part of this post, and see a personalized distribution of their involvement as a Primary OR a Secondary Manager.
If that doesn't make sense I'll try to provide screen shots and sample Data.