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dkc
Helper I
Helper I

Filter with conditions

I try to create a matrix which shows account groups  except the one account group selected in the slicer (this part I was able to do). Second part is that the matrix should however filter the remaining accounts and should show only those which have the same employees assigned as the in the slicer selected account group.

So, I select Account Group 1 in the slicer and the matrix should shiw me all account groups except account group 1 and only those which have the same employee assigned as account group 1. 

Would be happy if anyone can help me. 

Pls find attached example data with the first part 

dkc_2-1761867079079.png

this is the account table 

dkc_3-1761867194214.png

  This is the Promotion table: 

dkc_4-1761867262968.png

 

 

1 ACCEPTED SOLUTION

thank you, I will try based on your solution. At the moment it is not workung yet as for more than one employee assigned to one account group so I have to adjust the measures with have currently MAX

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5 REPLIES 5
dkc
Helper I
Helper I

thank you. I was now able to get the requested result based on your example

Ashish_Mathur
Super User
Super User

Hi,

I have soolved a similar question in the attached file.

Hope this helps.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

@Ashish_Mathur  thank you for your file which was aready very helpful. At the moment I am struggling because in my use case more than one employee assigned to one account group so I have to adjust the measures with have currently MAX, but I always fail. I also tried wit treatas but it does not give the expected results. Do you have any advice for me? thank you!

I cannot understand your requirment at all.  Share data in a format that can be pasted in an MS Excel file.  Show the expected result very clearly.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

thank you, I will try based on your solution. At the moment it is not workung yet as for more than one employee assigned to one account group so I have to adjust the measures with have currently MAX

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