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IPGeorgiev's avatar
IPGeorgiev
Icon for Helper III rankHelper III
5 years ago

Same Table - One Matrix output to filter another one

Hey all,

 

I am currently facing one specific requirement which I cant think how to accomplish:

 

I am using 1 table and from this table I will use - Employee Name , CSAT, Week Number .

 

In the first matrix I will put employee names as rows and CSAT as values, where WeekNumber will be filter on this visual and I will select only Week 1,2,3,4,5,6 of 2021, for CSAT I will also apply filter of all employees with CSAT less than a respective value.

 

This will result in just a couple of employee names(in my case 3) as rows which meet both criteria (CSAT score less than X and period Week 1 to 6)

 

Then I want to observe the performance of those few employees in another matrix where I will have the same :

 

Employee names as rows, CSAT as Values and Time Week as filter (where here I will select Week 7 until week 10) and no filters to CSAT, however the employees should only be those 3 from the first visual.

 

So basically the output of the 1st matrix should be stored as variable and then used as filter of the column (employee name) in the second matrix.

 

Is this possible?

 

Many thanks in advance!!!!!

 

Best regards,
Ivan

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2 Replies

  • v-alq-msft's avatar
    v-alq-msft
    Icon for Community Support rankCommunity Support
    5 years ago

    Hi, IPGeorgiev 

     

    Could you please show us some sample data and expected results with OneDrive for business? Do mask sensitive data before uploading. Thanks.

     

    Best Regards

    Allan

    • IPGeorgiev's avatar
      IPGeorgiev
      Icon for Helper III rankHelper III
      5 years ago

      Hi v-alq-msft ,

       

      many thanks for the offered support!

       

      Here a link to excel file to download - https://drive.google.com/file/d/1d5Tk8sfi1nD7tG9FNJTvzBHA7NNnC_ve/view?usp=sharing

       

      When we take the raw data the first pivot (A1:B14) represents they way the data should be filtered first - meaning that I will take the results of the employees for WK11 and will pick only those with with Field1 results 1.0 for WK11 - then those employee names will be included as a filter to the next pivot - where we will be selected a different week.

       

      So for the 2nd pivot for week 12 the filter for agents should be equal to = Show only agents with Field1 results 1.00 for Week 11 - basically the idea is to select the top performers in one week (in this case in week 11) and then see only their development over time.

       

      Hope this is better explained. 

       

      Many thanks in advance!


      Best regards,
      Ivan