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mvhoffe
Frequent Visitor

Matrix group customers by size per salesperson with drillthrough

Hello all,

I have been struggling with the following problem for a long time.

I have a list of customers, including the salesperson and turnover.

 Sales managerTurnover
customer ASales manager 1500
customer BSales manager 21000
customer CSales manager 31500
customer DSales manager 12000
customer ESales manager 36000
customer FSales manager 23000
customer GSales manager 13500

 

I would like to have a matrix with the following:

 Turnover < 1.000Turnover 1.000 - 5.000Turnover > 5.000
Sales manager 15005500 
Sales manager 2 4000 
Sales manager 3 15006000

 

So, for example, in column 1,000 to 5,000 you will find the total turnover of relations that have a turnover between 1,000 and 5,000.

 

Now I have already succeeded to that extent by building a measure per turnover group and including it as a value in the matrix:

mvhoffe_0-1716532781236.png

 

Only if I DrillThrough on a turnover group (for example the 5,500) then I also get the other groups:

 Turnover < 1.000Turnover 1.000 - 5.000Turnover > 5.000
Customer A500  
Customer D 2000 
Customer G 3500 

 

And that's not what I want. I want the Drill Through page to only take the values ​​of the group/column in question. I understand that I can also get this by having a separate DT page per group, but then you get so many DT pages.

Can you help me with this?

1 ACCEPTED SOLUTION
Anonymous
Not applicable

Hi, @mvhoffe 

You can use a slicer in conjunction with drilling.

 

vyaningymsft_0-1716776669687.png

Or you can add the Sales manager field to the drilldown settings in the Visualizations Pane.

vyaningymsft_1-1716776867003.png

Best Regards,
Yang
Community Support Team

 

If there is any post helps, then please consider Accept it as the solution to help the other members find it more quickly.
If I misunderstand your needs or you still have problems on it, please feel free to let us know. Thanks a lot!

How to get your questions answered quickly --  How to provide sample data in the Power BI Forum

View solution in original post

1 REPLY 1
Anonymous
Not applicable

Hi, @mvhoffe 

You can use a slicer in conjunction with drilling.

 

vyaningymsft_0-1716776669687.png

Or you can add the Sales manager field to the drilldown settings in the Visualizations Pane.

vyaningymsft_1-1716776867003.png

Best Regards,
Yang
Community Support Team

 

If there is any post helps, then please consider Accept it as the solution to help the other members find it more quickly.
If I misunderstand your needs or you still have problems on it, please feel free to let us know. Thanks a lot!

How to get your questions answered quickly --  How to provide sample data in the Power BI Forum

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