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Syndicate_Admin's avatar
Syndicate_Admin
Administrator
1 year ago
Solved

Create custom targeting

Hello

I have a sales table which has rows of all the invoices, one row for each invoice line

entryNoproductdocumentdateMatterdiscount
1111FE12327/03/2025234,440
2112FE12327/03/2025

123,2

0

FV5527/03/2025

3,6

100

3132FET44427/03/2025554,672

What I want to do is finally create a segmentation where it has 4 sections, Guarantees, Promotion, Billing and Everything. Each of them applied a filter, for example, in Warranties are all those lines that document begins with FCT or FET. Promotions with a 100% discount and so on, the All option is the sum of the previous three.

Once this is done, I would like to have a table with the results in amount of the four options and be able to click on one of them or have a segmenter next to it where you can choose the options. When choosing the options, the table that I have just below with the products, amount.... should vary by selection.

As a fact, I already have the relationships between products and sales.

How could I do that?

Thank you.

2 Replies

    • Syndicate_Admin's avatar
      Syndicate_Admin
      Administrator

      sorry, it's perfect but I have a final doubt. If I want that by default if there is nothing selected in the segmenter it shows me Billing, what would it look like?

      Thank you.