Forum Discussion
See historical data
- Anonymous4 years ago
Hi. I figure out something similar with your suggestion.
I have just one table who contain the salesman the customers and the values and time periods. I create another table for this purpose similar with the original except that will be not filter by salesman.
Doing that I have a slicer for salesman that give me the customer list , but the values and fiscal periodes are not being filtered by the Salesman from the slicer.
Thank you
Hi Anonymous
How many tables are there in your model? Are these data from the same table? Is there a column that records the period when a salesman works with an account?
Per my understanding, if you have a table 'Salesmen_Accounts' which has Salesman, Account, Period with this Account. And another table 'Sales' which has Account, Customer, Amount. Then you can create a relationship between both tables on Account columns. When you select a salesman from the first table, the second table will be filtered by Account column rather than Salesman column.
If this doesn't work, then you may need to create a measure to calculate the amount. You need to modify the filter context in the measure.
If you could provide some sample data and expected output, it would be more helpful.
Best Regards,
Community Support Team _ Jing
If this post helps, please Accept it as Solution to help other members find it.
Hi. I figure out something similar with your suggestion.
I have just one table who contain the salesman the customers and the values and time periods. I create another table for this purpose similar with the original except that will be not filter by salesman.
Doing that I have a slicer for salesman that give me the customer list , but the values and fiscal periodes are not being filtered by the Salesman from the slicer.
Thank you