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masamad8's avatar
masamad8
New Member
4 years ago

Aggregated Filter on Matrix

I have a dataset which at it's lowest level is each invoice by value and the corresponding customer account. The problem i am having is i am trying to identify lost account by filtering over a period of time on zero sales, however when i do this it is missing some customer accounts where there is an invoice which is offset by a credit note as these are not zero values. This is filtering the data at the invoice level, how do i filter the data at the aggregated customer level over the time period?

1 Reply

  • Anonymous's avatar
    Anonymous
    Not applicable

    Hi  masamad8 ,

    You can use the Between slicer to display a period of time.

    Regarding aggregation, can you share sample data and sample output in table format? Or a sample pbix after removing sensitive data.

     

    Best Regards,

    Liu Yang

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.