Forum Discussion
Help needed with tables and filtering direction
Afraid this is all in my company system so I can't share and I'm stuck with a Mac at home. My pivot table shows Master Group (which indicates company names) as rows, and the two measures I created as Values. I have one slicer for Tiering and another slicer for Consultant Name.
Service Status = if([Distinct Activities]>=5,2,IF([Distinct Activities]=0,0,1)). >> This is to assign a status to customers based on volume of activities
Service Status - Addressable = CALCULATE([Service Status], CROSSFILTER (EmployeeTeams[Consultant Name], SalesFeedbackTable[Consultant Name], Both))
As mentioned, SalesFeedback is another fact table containing a row for every combination of Master Group and Consultant Name, with a Yes or No under the "Addressable?" column to indicate whether a consultant should be servicing an account. I'm trying to add a third slicer based on this field.
What I'm finding is that the use of CROSSFILTER in the second measure causes discrepancies in output of the two measures. I've never previously used CROSSFILTER and I'm struggling to understand this! I thought that toggling between Yes and No in the slicer should alternate between the Yes or the No accounts displayed, but I'm guess that it's actualling filtering out the underlying transaction records for Yes/No designated accounts before running the measure. How can I achieve what I want - i.e just display Yes or No accounts without impacting underyling calculations!