Forum Discussion

Abevann's avatar
Abevann
Icon for Helper III rankHelper III
5 years ago

Filter based in a table results

Guys, I have a requirement. I have a DB with salespersons that have been taking care of several customers. Each customer has been buying for some years and sometimes they change the salesperson. They...
Need Help
Abevann's avatar
Abevann
Icon for Helper III rankHelper III
5 years ago

Sure RIco,

In this dashboard, I filtered the salesperson (Carlos Alejandro Avila), and got several customers. As you can see, in the graph, there are no sales last year in DocTotal periodo anterior and DocTotal, only sales for this 2020.

 

 

In below picture, I filtered the customer Magaña Olmos Alejandro and unfiltered the salesperson, and then, there are sales for previous year


Once I change the date filter to include 2019, the previous salesperson name (Fabian Argueta) appears in the table:

So, they need to compare the sales of all customers regardless who the salesperson was, which cannot be done with the dashboard I have done so far.

Now the date is linked to a date table to avoid discontinuities on information:

 

Hope this clarifies the issue, thanks Rico,

Abevann

  • Anonymous's avatar
    Anonymous
    Not applicable
    5 years ago

    Hi Abevann 

    Is your issue that when filter salesperson, you can't see sales for previous years？

    Your data model seems to be complex.

    Could you provide me a sample ?

    This may make it easier for me to understand your issue.

     

    Best Regards,

    Rico Zhou

     

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