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Anonymous's avatar
Anonymous
Not applicable
8 years ago

Slicer Help

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.

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2 Replies

  • v-yulgu-msft's avatar
    v-yulgu-msft
    Microsoft Employee
    8 years ago

    Hi Anonymous,

     

    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.

     

    Best regards,

    Yuliana Gu

    • Anonymous's avatar
      Anonymous
      Not applicable
      8 years ago

      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?