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CullenC's avatar
CullenC
Regular Visitor
9 years ago

OR Logic for Slicing data on a dashboard

I would like to leverage two columns (Primary Relationship Manager, and Secondary Relationship Manager) to slice my data on a dashboard. The same users can be either primary or secondary relationship...
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v-yulgu-msft's avatar
v-yulgu-msft
Icon for Microsoft Employee rankMicrosoft Employee
9 years ago

Hi CullenC,

 

How do you want to interact with Bar Graph? Please describe with more details.

 

Since "Secondary Relationship Manager is not required and is a null value in many cases", why do you need to consider this column when applying filters? 

 

For further analysis, please provide sample data and screenshot to show your desired output.

 

Best regards,
Yuliana Gu

CullenC's avatar
CullenC
Regular Visitor
9 years ago

Hi v-yulgu-msft

These Primary and Secondary Relationship Managers will have to meet with their clients a couple times a year. Part of my Data is the Review Date for these meetings.

 

Using a Count of Review Date as the Value and the Date (Months) as the x-axis, I want the team to see a distribution of meetings over the year. Additionally, I'd like them to be able to click the slicer from the first part of this post, and see a personalized distribution of their involvement as a Primary OR a Secondary Manager. 

 

If that doesn't make sense I'll try to provide screen shots and sample Data.

 

Thanks!

 

  • v-yulgu-msft's avatar
    v-yulgu-msft
    Icon for Microsoft Employee rankMicrosoft Employee
    9 years ago

    Hi CullenC,

     

    As I don't know your table structure and how to calculate the "Count of Review', it would be better you can post sample data and screenshot.

     

    Best regards,
    Yuliana Gu