Create custom targeting

[Syndicate_Admin]

Hello

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

entryNo	product	document	date	Matter	discount
1	111	FE123	27/03/2025	234,4	40
2	112	FE123	27/03/2025	123,2	0
		FV55	27/03/2025	3,6	100
3	132	FET444	27/03/2025	554,67	2

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.

[rajendraongole1 · Accepted solution]

Hi @Syndicate_Admin  - Please find the attached pbix file.

Hope the attached pbix file helps.

[Syndicate_Admin]

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.