Hello everyone,
This is my first post and it may be a bit wordy,
I have a report that has an overview tab for acct mgrs, with rankings and aggregated totals. The rest of the report are detailed views of line level data for each acct mgr. The overview tab, as well as the remainder of the report, has a synced slicer for selecting acct mgrs. The Acct Mgr slicer drives all visuals for the exception of a few tables, which I use to display the aggregated totals/rankings for the acct mgrs, so they can compare themselves to their peers. From the "Edit Interactions", I have selected "None" to ensure the Acct Mgr slicer does not affect my table aggregations for all acct mgrs.
What we have done previously was use hyperlinks and embed it in our CRM software (for ease of use and no access to hyperlink), and each Mgr can go to their filtered report. We don't want anyone seeing line data of other acct mgrs. This has worked for us in other reports, but not this one.
Using the hyperlink "overrides" my Edit Interactions, or bypasses it. It's like the hyperlink filters the data down before it's given to the report. Using the hyperlink removes my data from my other acct mgrs, which debunks my aggregations and rankings.
Is there a better way about going through this?
