Forum Discussion
Cross Selling List
Hi - I have already done this. Let me explain the desired outcome in more descriptive manner. I have attached a screenshot below of what I am trying to do here. Thank you!
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 |
Hi Anonymous ,
I updated my sample pbix file(see the attachment) base on your provided info, please check if it can return your expected result...
Not invested strategies =
VAR _allstra =
CALCULATETABLE ( VALUES ( 'Table'[Strategy] ), ALL ( 'Table' ) )
VAR _selstra =
CALCULATETABLE ( VALUES ( 'Table'[Strategy] ), ALLSELECTED ( 'Table' ) )
VAR _list =
EXCEPT ( _allstra, _selstra )
RETURN
CONCATENATEX (
FILTER ( ALL ( 'Table'[Strategy] ), 'Table'[Strategy] IN _list ),
'Table'[Strategy],
","
)
Best Regards