Segmenting customers by two text columns

[RGCP]

Hi,

I have a Clients table like this and I want to filter the customers by the "Active" and "Credit" columns, so that only "Active" = "OK" or "Credit" = "OK" customers are selected for the slicer, according to the selected option.

Then, I want to select one client and put some sales information in to visuals.
I dont know how to filter my clients by "Active" or "Credit" so I can select only clients of that type.
(Edited: when I selected "credit", only customers with "credit" = "OK" would be available for the customer slicer, and when I selected "active", only customers with "credit" = "OK" would be available for the customer slicer, then I could choose the desired customer and present his data in visuals)
Any tip is very appreciated

Richard

[v-jayw-msft · Accepted solution]

Hi @RGCP ,

You will need to create a new table with column "type" as below.

Then create measures as below.

is_active = IF(SELECTEDVALUE('Table'[active])="ok",1,0)

is_credit = IF(SELECTEDVALUE('Table'[credit])="ok",1,0)

Measure = SWITCH(SELECTEDVALUE(slicer[type]),"active",[is_active],"credit",[is_credit])

 You could add the [measure] to visual level filter.

Best Regards,

Jay

[PC2790]

Hello @RGCP ,

You can try this approach:

Create a new calculated colum with the below code:

FlagOK = if(OR(ClientsTable[Active] = "OK",ClientsTable[Credits]),"OK", Blank())

You cna then use this slicer and filter the OK records

[RGCP]

Hello @PC2790 than you for suggestion, but what I wanted was when I selected "credit" only customers with "credit" = "OK" would be available for the customer slicer, and when I selected "active" only customers with "credit" = "OK" would be available for the customer slicer, then I could choose the desired customer and present his data in visuals
Maybe I had not explained myself correctly, sorry about that.
Thanks,

Richard