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TaariqHussain
Helper I
Helper I

Filterting data withing a specific date range

 

Good day 

 

I need help filtering the following data.

 

I have 3 sets of data in which i track for differences as per below.

 

We have cashiers that drop money from their tills into the drop safe, the cashiers drop the physical cash into the drop safe which counts the cash and puts it into a bag which is in the safe, and than prints a slip with the bag number and the amount of cash dropped in,  the cashier than takes the slip and inputs the details of the drop onto our point of sales system: Bag number and amount dropped. there are multiple drops into the single bag until its full, the money than gets deposited into our bank account when picked up and the reference in our bank account is the bag number as well. so the point of reference i use to track the money dropped is the bag numbers,

 

I have 3 sets of data which has the same data: which is bag numbers date dropped and amounts

the 3 data sets is the Drop safe data, our point of sales data, as well as bank account the bank account us different as it shows the total amount received for the full bag which essentially should agree to the sum of all the drops.

 

Now my visual i use measures to track the data is the sum of all the drops from the drop safe portal less the sum of all the drops tracked on our point of sales system which should net off to 0 if all was captured correctly.

 

and the next one is the sum off all the drops on the drop safe portal less the amount received in the bank account which should net off to 0( this is to make sure that the drop safe provided paid us correctly)

 

 i set a relationship between the 3 tables using the bag number and all 3 dates columns to a calendar,

 

Please advise on how i can get it to work in the following way:

 

If i set the date filter for lets say relative date to the current week, i want a separate filter( I want to use a chiclet slicer) to show the bag numbers applicable to the current week only where i am able to click on the bag number and it filters the visual based on that bag only

 

Below is set of sample data

Drop safe data   Point of sale data   Bank account  
DateBag number Amount DateBag number Amount DateBag number Amount
2023/11/0585543250 2023/11/0585543250 2023/11/03855431250
2023/11/0485543250 2023/11/0485543250 2023/11/06744051250
2023/11/0485543250 2023/11/0485543250    
2023/11/0385543250 2023/11/0385543250    
2023/11/0385543250 2023/11/0385543250    
2023/11/0274405250 2023/11/0274405250    
2023/11/0274405250 2023/11/0274405250    
2023/11/0174405250 2023/11/0174405250    
2023/11/0174405250 2023/11/0174405250    
2023/11/0174405250 2023/11/0174405250    

 

Thanks in advance

1 REPLY 1
v-zhangti
Community Support
Community Support

Hi, @TaariqHussain 

 

Based on the data you provided, is it possible to give an example of the output you would expect? This can be shown in Excel or as a picture.

 

Best Regards,

Community Support Team _Charlotte

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