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swwong1
Helper III
2 years ago
Solved

Customers with 2 Account Managers

Hi All

 

I have a scenario where a customer has 2 account managers (local vs domestic). Based on the data structure, I was thinking of duplicating the client data so there is one line for domestic account manager and one line for international account manager per customer.

 

Data File 

 

PBI File 

 

However, when I select a particular account manager (eg. E01 example in yellow), I would like to know the customer level of both domestic and international even though they may not manage both accounts. 

 

 

Any help/tips greatly appreciated on the most efficient way to model this.