Forum Discussion
Cross Selling List
Hi,
Share a larger/representative table with more client sub-types. On that revised table, show the expected result.
Hi Mathur - Thanks for responding. Please find below the broader data set. I have attached a screenshot below of what I am trying to do here.
Step 1 - User will select the desired client sub-type from slicer 1
Step 2 - Based on the selected slicer 1, Table 1 will show all the strategies of the client where the sub-type has invested in. Based on the slicer 1 selection the slicer 2 will update to show the list of clients in that chosen sub-type
Step 3 - In Slicer 2, the user will select the desired client name and the Table 2 will update to show the strategies of the desired client
Step 4 - In Table 3, I want to show the strategies where the chosen client has not invested in, but the peer groups (i.e. the other clients in the same sub-type) have invested in.
Hope this makes sense now. Please feel free to reply here if not, and I can share the PBI and Excel file with this data. Thanks a lot for the help!
Strategy Client/Third Party Name Client Sub-Type Strategy 1 Client A National Strategy 2 Client Q Sovereign Wealth Fund Strategy 3 Client Q Sovereign Wealth Fund Strategy 4 Client A National Strategy 5 Client A National Strategy 6 Client Q Sovereign Wealth Fund Strategy 7 Client A National Strategy 6 Client P Retail Bank Strategy 8 Client P Retail Bank Strategy 9 Client O Retail Bank Strategy 10 Client O Retail Bank Strategy 11 Client O Retail Bank Strategy 8 Client J Retail Bank Strategy 7 Client P Retail Bank Strategy 12 Client P Retail Bank Strategy 13 Client P Retail Bank Strategy 14 Client R Sovereign Wealth Fund Strategy 15 Client O Retail Bank Strategy 16 Client P Retail Bank Strategy 17 Client O Retail Bank Strategy 18 Client O Retail Bank Strategy 19 Client L Retail Bank Strategy 7 Client K Retail Bank Strategy 20 Client H Retail Bank Strategy 21 Client N Retail Bank Strategy 22 Client L Retail Bank Strategy 23 Client L Retail Bank Strategy 12 Client E Retail Bank Strategy 24 Client K Retail Bank Strategy 25 Client L Retail Bank Strategy 23 Client F Retail Bank Strategy 3 Client H Retail Bank Strategy 19 Client H Retail Bank Strategy 26 Client F Retail Bank Strategy 27 Client L Retail Bank Strategy 28 Client L Retail Bank Strategy 19 Client K Retail Bank Strategy 29 Client I Retail Bank Strategy 30 Client I Retail Bank Strategy 31 Client H Retail Bank Strategy 32 Client H Retail Bank Strategy 33 Client H Retail Bank Strategy 34 Client M Retail Bank Strategy 35 Client B National Strategy 36 Client C National Strategy 37 Client D National Strategy 38 Client S Sovereign Wealth Fund Strategy 34 Client G Retail Bank Strategy 39 Client O Retail Bank Strategy 37 Client M Retail Bank Strategy 40 Client M Retail Bank Strategy 41 Client G Retail Bank Strategy 42 Client N Retail Bank Strategy 43 Client P Retail Bank Strategy 1 Client E Retail Bank Strategy 44 Client H Retail Bank Strategy 45 Client F Retail Bank Strategy 32 Client N Retail Bank Strategy 30 Client N Retail Bank Strategy 12 Client H Retail Bank Strategy 3 Client K Retail Bank Strategy 46 Client H Retail Bank Strategy 47 Client I Retail Bank Strategy 25 Client I Retail Bank Strategy 48 Client H Retail Bank Strategy 48 Client K Retail Bank Strategy 49 Client H Retail Bank Strategy 46 Client K Retail Bank Strategy 44 Client J Retail Bank Strategy 50 Client J Retail Bank Strategy 51 Client J Retail Bank I have