Matrix complex slicers

[MoMrCrane]

I have a problem that, to me, seems pretty complex. I have a Matrix displaying Aged AR info for our customers (how much they owe us 30-60-90 days out. This matrix displays the Customer, Location of the job, Invoice Date, Invoice#, Salesperson, then in the values the amount due for each invoice. 

I have slicers that will change the matrix based on the company and Salesperson on the invoice. We also have unapplied cash (UC), payments (PY), and credit memos (CM) that do not have a salesperson attached to them. 

How do I set it up so that if I use the salesperson slicer and select a person, it will show all invoices for that user, and all of the payments/unappliedCash/credit memos for those same customers? I don't want it to show all payments/unappliedcash/credit memos for all customers along with the invoices for that salesperson.

In other words, if I select Chris Jones, I would like to see this customer below (Acco Engineering Systems) including the unapplied cash invoice UC00000018 on 1/1/22 that doesn't have a salesperson attributed to it, as well as all the other customers Chris Jones has open invoices for.

Right now, if i select Chris Jones, I only get the invoices for which his name is attributed. I want to see his name, as well as the payments/unappliedcash/credit memos for the below customers. 

[Anonymous]

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.

[MoMrCrane]

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