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I am using a slicer based on a measure called Meets Quarterly Share Goal which is determined at the Account Manager level. Meets Quarterly Share Goal is a "Yes"/"No" result for each Account Manager. It is based on a Measure Number Accounts Shared which is calculated across all accounts for each Account Manager. If Number Accounts Shared is at least 4 for an Account Manager, then Meets Annual Share Goal = "Yes".
These are three account managers who have at least four shares:
ACCT_MGR_E_ID | Quarter | Number of Customer MBA Shares | MBA Quarterly Goal Met |
eh5nea5 | 1st | 4 | Yes |
ewfboy8 | 1st | 4 | Yes |
ez2bffd | 1st | 4 | Yes |
These are the same account managers with their data at the Account Level:
ACCT_MGR_E_ID | Account Number | Share Date | MBA Access Date | MBA Account Value | Meets Quarterly Share Goal | Quarter |
ez2bffd | 54417757 | 5/12/2023 20:00 | $218,859 | No | 1st | |
ez2bffd | 54419812 | 5/12/2023 19:46 | $521,172 | No | 1st | |
ez2bffd | 54424349 | 4/3/2023 19:27 | 4/3/2023 19:28 | $3,359 | No | 1st |
ez2bffd | 56421523 | 5/12/2023 19:53 | $465,198 | No | 1st | |
ewfboy8 | 4239608 | 5/5/2023 1:19 | $1,140,312 | No | 1st | |
ewfboy8 | 54424413 | 5/5/2023 1:28 | 5/5/2023 15:08 | $34,698 | No | 1st |
ewfboy8 | 54414832 | 5/3/2023 1:49 | $139,264 | No | 1st | |
ewfboy8 | 58906575 | 5/3/2023 15:12 | $58,841 | No | 1st | |
eh5nea5 | 56420206 | 5/2/2023 18:02 | $165,244 | No | 1st | |
eh5nea5 | 54411588 | 4/10/2023 13:58 | 4/10/2023 14:04 | $623,791 | No | 1st |
eh5nea5 | 57783366 | 5/15/2023 14:02 | 5/15/2023 14:04 | $45,245 | No | 1st |
eh5nea5 | 82474689 | 4/10/2023 18:43 | $8,075 | No | 1st |
Hi gspollock,
It'd be a lot easier for me to follow along if you provided any data at all to help illustrate your points. 🙂
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