Managing Roles Filter Syntax

[emma313823]

Hi All,

I'm having a problem with syntax and hope someone can assist.

In my PBI Desktop, I have a salesperson I'm trying to create a role for and restrict to their accounts, but also include a salesperson for the territory called New Business Development.

So...the salesperson is Russ V in the territory called Metro. When I restrict by the territory of Metro and Account Manager of Russ V data displayed looks good, but when I try to bring in the New Business Development nothing displays. I'm assuming it is my syntax.

Hope someone can point me in the right direction.

Emma

[v-yetao1-msft · Accepted solution]

Hi @emma313823 

I cannot understand the formula you provide .

[Account Manager] = "Russ V" && [Account Manager] = "New Business Development"

Do you want to see Metro data for both accounts Russ V and New Business Development? If this is the case, you cannot use && between the two accounts, but || . It is not satisfied at the same time, but only one of these two accounts can be displayed.

For example :

[territory] = "Metro" &&  [Account Manager] = "Russ V"  || [Account Manager] = "New Business Development"

And the result is as shown:

 

Best Regards

Community Support Team _ Ailsa Tao

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

[emma313823]

I have multiple territories...NE, Metro, Mid, PA, UNY

Each territory has specific sales people in a territory.

One Sales person called New Business Development is in all territories. This is not a real person...this is just a bucket for some accounts. We want a sales person in a territory to see not only their data, but New Business Development in their territory as well. So...

Russ V is Metro. I want to restrict what he sees to his accounts as [account manager] and by those New Business Development accounts in the [territory] of metro only.

[parry2k]

@emma313823 or try this, I'm guessing everything here

[Territory] = "Metro" && [Account Manager] = { "Russ", "New Business Development" } 

Check my latest blog post Comparing Selected Client With Other Top N Clients | PeryTUS  I would ❤ Kudos if my solution helped. 👉 If you can spend time posting the question, you can also make efforts to give Kudos to whoever helped to solve your problem. It is a token of appreciation!

⚡Visit us at https://perytus.com, your one-stop-shop for Power BI-related projects/training/consultancy.⚡

[parry2k]

@emma313823 I'm actually bit confused with your question, can you share sample data and expected output.

[parry2k]

@emma313823 why you have the condition [Account Manager]  = "New Business Development", isn't it is a territory?

Maybe this is what you want:

[Territory] IN { "Metro", "New Business Development" } && [Account Manager] = "Russ"

Check my latest blog post Comparing Selected Client With Other Top N Clients | PeryTUS  I would ❤ Kudos if my solution helped. 👉 If you can spend time posting the question, you can also make efforts to give Kudos to whoever helped to solve your problem. It is a token of appreciation!

⚡Visit us at https://perytus.com, your one-stop-shop for Power BI-related projects/training/consultancy.⚡

[emma313823]

Unfortunately, this only displays data for Russ and not the new business development for the metro territory.

I also reversed it and tried to start with the account manage of russ, then the new business and territory and it still only showed the accounts for russ and nothing else.

Emma

Emma