Forum Discussion
Matrix complex slicers
Hi MoMrCrane ,
Based on the description of your post, you want the slicer to filter by salesperson and then show all customers associated with that salesperson as well as show all invoices and transaction records for those customers (even if those records are not directly associated with the salesperson), right?
Since we don't have specific data, we tried to help you with our own example data, you can check the pbix file we uploaded to see how we did it!
ShowAllCustomerTransactions =
VAR SelectedCustomers =
CALCULATETABLE(
VALUES(Customer[Customer]),
FILTER(
Invoices,
Invoices[SalesPerson] IN VALUES(Salespersons[SalesPerson])
)
)
RETURN
CALCULATE(
SUM(Transactions[AmountDue]),
Transactions[Customer] IN SelectedCustomers
I hope my method is helpful to you, if you have further questions, you can provide some sample data so that we can better help you to solve the problem!
Hope it helps!
Best regards,
Community Support Team_ Tom Shen
If this post helps then please consider Accept it as the solution to help the other members find it more quickly.
Almost, but actually I would only want to one Salesperson (example Chris Jones) invoices and any invoices that have no salesperson (the PY, CM, UC invoices) to show when I select Chris jones from the slicer. Jeff Buntz may also have open invoices from the same customer, I don't want Jeff Buntz invoices for the same customer to show up when Chris Jones is selected. I have my file here in OneDrive: AR Aging.pbix pw: Elmo123